Prior to joining Waddell & Reed in 2013, Eric worked in banking for both Eastern and Citizens Bank. He enjoys working with clients and helping them prepare and plan for life’s financial situations. His focus is on Financial Planning and Investment Management.
Eric holds the Series 7 and Series 65 licenses with LPL Financial and serves clients in AL, AZ, CO, FL, MA, MD, ME, NH, RI & TX.
Eric spends his free time with his wife Jen and two boys Jack and Graham. As a resident of Northborough, he coaches youth basketball and is active in many community events. When not working, Eric likes to ski, golf, play basketball and travel with his family.
Waddell & Reed is not affiliated with any other entities referenced. 08/20