Eric was a new addition to the IFS team during 2017. He came on board during our acquisition of Welch Financial, which was also an office of Raymond James Financial Services, Inc. During his time at Welch Financial, he was a Registered Assistant to the Branch Manager and provided support in all areas of branch operations.
With IFS, Eric is our Registered Client Services Associate as well as being a Paraplanner.
In 2015, Eric graduated from Wake Forest University in Winston-Salem, NC with a Bachelor of Science in Finance with a Minor in Entrepreneurship and Social Enterprise. During his time at Wake Forest, he worked in the Intramural Department where he was a Student Official and Supervisor. As a member of Sigma Chi Fraternity, Eric was a Recruitment Chair successfully adding 23 new members. He was also the fraternity’s president where he managed an 80+ member organization and oversaw a yearly budget of $150,000.
Eric currently holds the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) Registrations.
Eric recently got engaged and is a big University of Florida fan. In his spare time, he also enjoys reading.