Eric Wisotsky
Private Wealth Advisor at BWM Wealth Strategies
- Role
- Partner, Private Wealth Advisor at Northwestern Mutual
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Eric Wisotsky
Eric specializes in working with intelligent, responsible, and successful professionals and business owners. His greatest professional successes can be measured by the impact he has had and continues to have on his clients’ lives and financial affairs. Eric is a sought after client driven leader, and works with families to preserve and build their net worth. For additional information, call 70••••••70 or visit https://bwmwealth.nm.com/
Experience
Partner, Private Wealth Advisor
Jun 2007 — Present
Education
Syracuse University - Martin J. Whitman School of Management
B.S., Finance
1993 — 1997
The American College
CLU, Chartered Life Underwriter, and ChFC, Chartered Financial Consultant
Corporation for Long Term Care Certification
CLTC, Certified in Long-Term Care
2008 — 2008
NYU Stern School of Business
MBA, Finance and Economics
2001 — 2004
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