Eric Stromfeld
Wealth Management Advisor @Merrill Lynch
Signup · Get unlimited contacts
WORK HISTORY
Wealth Management Advisor @Merrill Lynch
EDUCATION
University of Maryland
Bachelor's Degree
ABOUT ERIC STROMFELD
I focus 100% of my business on the success of my clients. I follow a wealth management process that is based on truly understanding what is most important to each of my clients. I help my clients identify and prioritize their life goals which is the foundation of our relationship. I grew up in Florham Park, NJ and attended the University of Maryland. After spending many years in DC, the Bay Area, and NJ, my wife Anni and I are happy to now call Liberty Hill, TX home. We are enjoying exploring the Austin area with our two sons, Ethan and Zion. Eric currently holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute ™ and taught in conjunction with The Yale School of Management. I look forward to starting a conversation with you today.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for wealth advisors.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.