Email Address
[email protected]About Me
Eric is a financial advisor with Royal Alliance Associates, Inc., a FINRA/SIPC member, and a Vice President at Gateway Investments, LLC. He has over 25 years experience in the financial services industry. Prior to joining the firm in 2008, he was a Financial Consultant at Smith Barney/Citigroup for 20 years. Eric excels in researching investments to find those which are best suited to meet the individual needs of his vast and diversified client base. He specializes in wealth management.
Currently, Eric holds the Series 7, 63, 65, 3 registrations and separately, Life Insurance, Accident and Health Insurance, Fixed Annuities, Variable Life, and Variable Annuities licenses.
He prefers working with a boutique firm like Gateway, since management provides him more independence and flexibility in setting up the portfolios of his clients. This allows him to easily adapt to each clients individual needs and risk profile.
Eric lives in Long Island with his wife Debra and their two sons, Nicholas and William. He likes to spend his free time officiating sports like baseball, softball, and track and field.