Eric Holbrook
President, Holbrook Wealth Strategies | Wealth Manager, Raymond James Financial Services
- Role
- President, Holbrook Private Wealth Wealth Manager at Raymond James Financial Services at Raymond James
- Location
- Logan, UT, US
- LinkedIn followers
- 500 followers
About Eric Holbrook
I give direct, face to face personalized and professional advice and education to…
Experience
President, Holbrook Private Wealth Wealth Manager at Raymond James Financial Services
May 2025 — Present
Guide clients in managing and growing their wealth through personalized strategies. Assess their financial goals, risk tolerance, and market conditions to create tailored investment portfolios, incorporating assets like stocks, and bonds. Provide advice on tax planning, retirement, estate planning, and wealth preservation, often collaborating with accountants and lawyers. Monitor portfolio performance, adjust strategies as needed, and ensure alignment with my clients’ long-term objectives, aiming to maximize returns while minimizing risks.
Education
Cannon Financial Institute
Certified Wealth Strategist ®
Weber State University
BA
2003 — 2007
Skills
- Analysis
- Leadership
- Financial Risk
- Asset Management
- Fixed Income
- Pricing
- Portfolio Management
- Selling
- Loans
- Team-Minded and Problem Solving
- Credit Analysis
- Financial Markets
- Social Skills
- Investment Banking
- Financial Management
- Series 7
- Business Analysis
- Investments
- Financial Services
- Relationship Management
- Life Insurance
- Equities
- Finance
- Managerial Finance
- Business Development
- Wealth Management
- Retail Banking
- Series 63
- Account Management
- Communication Skills
- Derivatives
- Financial Analysis
- Integrity
- Series 66
- Sales
- Banking
- Mutual Funds
- Risk Management
- Valuation
- Investment Strategies
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