Erik Pelletier
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
About Erik Pelletier
Financial Advisor and CFA Charterholder with a distinctive background in Engineering and Manufacturing, complemented by extensive international experience in Germany and Mexico. I work closely with successful individuals and families, particularly in the areas of Science, Technology, Healthcare, and Athletics. My approach focuses on insightful guidance and transparent feedback to help you navigate sophisticated investment management strategies and achieve your financial goals. I bring the same analytical rigor and problem-solving mindset developed as an engineer to deliver thoughtful, objective, and tailored solutions that help clients achieve their financial goals. My services include Executive Compensation Planning, Tax-Efficient Strategies, Strategic Cash Flow Management, Multi-Generational Wealth Planning, and Legacy Preservation. I am dedicated to delivering personalized potential solutions that align with your values and aspirations, helping to ensure the seamless growth and transfer of wealth across generations.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Experience
Financial Advisor
Mar 2023 — Present
Education
University of Rhode Island
Bachelor's Degree
2013 — 2018
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