Eric has been in the financial services industry for more than 27 years. Prior to joining Rockefeller in 2021 he spent over 15 years at Merrill Lynch Wealth Management. His focus is on developing tailored financial plans for high-net-worth individuals, their families, and their businesses to help them meet their short-and long-term financial goals. He holds the Certified Investment Management Analyst® certification. His FINRA Registrations include Series 7 and Series 66. Eric is currently on the Board of Directors of Angel’s Arms.