Vice President–Investments, Wealth Advisor, Senior Portfolio Manager, Frank & Levy Wealth Management Group
Eric is a Vice President at the Frank & Levy Wealth Management Group with UBS Financial Services. Eric focuses on financial planning, economic and investment strategy, and portfolio hedging strategies, with an emphasis on asset allocation and risk management in his research-based investment planning process. His extensive knowledge enables him to provide comprehensive advice in insurance, retirement, estate and education planning. With a strong background in business, he works effectively with small business owners and other professionals.
Eric started in the industry in 2001 at a premier, full-service brokerage firm in a large team consisting of seven financial advisors, two business and residential lending specialists, and two assistants. With each advisor focusing on different specialties, he was trained in every area of personal and business financial planning. This knowledge and experience give him the ability not only to understand client needs, but also to help clients understand the investment process. He joined UBS in 2010. He is a Wealth Advisor, Certified Financial PlannerTM professional, Senior Portfolio Manager, and additionally holds Series 7, 31 and 66 securities licenses as well as insurance licenses in life, health and variable annuities. He is a registered representative of the National Association of Securities Dealers (NASD), an Associated Person with the National Futures Association (NFA), and a Registered Investment Advisor. He graduated from Florida Atlantic University with a B.A. in finance and business management, and earned an M.B.A. from the H. Wayne Huizenga Graduate School of Business at Nova Southeastern University.
Outside the office, Eric is active in the Boca Raton Triathletes and the Jewish Federation of Broward County. He is an avid endurance athlete and hockey player. He lives in Pompano Beach, Florida, with his wife, Avril, their son, Dash, and daughter Brecken.