Eric Burns

About Eric Burns

I truly enjoy helping people to make smart financial decisions that positively impact their lives! Honesty, simplicity, and transparency are values that are sometimes overlooked in our industry. Those core beliefs help drive my passion to help clients focus on what they need to do to reach their goals and sleep well at night. Whether it\'s a business owner planning to sell their business, a pre-retiree who wants to know when they can retire, or a retiree who needs to make their money last, I enjoy working on the details for clients so they can focus on work, family, hobbies, and whatever is most important to them. I\'ve spent over 17 years serving clients in the Financial Services industry, with experience covering both sides of the balance sheet including everything from wealth management to lending and banking. I\'m fortunate to have all those tools available for my clients at Merrill Lynch Wealth Management.*Banking and Lending Services are through Bank of America, N.A.*Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP® with plaque design in the U.S.

Experience

1. Wealth Management Advisor, Assistant Vice President

   Merrill Lynch

   Mar 2021 — Present

Education

• Arizona State University

  Masters of Business Administration, MBA

  2005 — 2007

• Brigham Young University

  Bachelor's Degree

  2001 — 2003