Erik G. Armstrong

About Erik G. Armstrong

How much is enough? Financially, how can I protect my family? How will I be remembered? Some questions are not easily answered and require a second opinion. That is where my passion for helping others plan out their financial lives comes into fruition. My mission is simple: develop personalized financial plans which lay out a clear path going forward, prepare individuals for retirement, and help those who have already retired, remain confident in their decision. Our financial environment is always changing, so continuing education is critical. In 2018, I became a CFP® professional, which better prepared me for understanding the many challenges people may face, as well as the strategies to combat them. Aside from helping people understand and plan out their lives, I see the influence we all can have from an investing standpoint. We have the opportunity to invest in causes that we hold dear: such as environmental, social, and governance sustainability. What is important to you?Prior beginning my professional career as a Financial Advisor, I graduated Cum Laude from the University of South Carolina (Beaufort) in 2014 with a B.S. in Business Administration, while also being an active member of the baseball team. I live in Jupiter, Florida with my wife Mary, and together, we enjoy all outdoor activities, fitness, and spending valuable time with friends and are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Financial Advisor

   UBS

   Jan 2019 — Present · West Palm Beach, FL, US

   My current role as a Financial Advisor brings the holistic approach of wealth management to life. My prior role as a Wealth Planning Associate, prepared me to deliver personalized, comprehensive financial plans for individuals, families, estates, trusts, and businesses. Upon moving in to the role as Financial Advisor, my skillset has been broadened to help provide a complete experience to clients:• Engage in personal and professional conversations with the intention to explore and better understand our clients• Develop comprehensive Financial Plans that are personally tailored to clients of all types and amounts of wealth • Design and advise on investment/planning strategies intended to help our clients meet their own hopes, dreams, and objectives• Deliver a professional experience to help bring clarity and comfort to our client\'s financial concerns

Education

• University of South Carolina-Beaufort

  Bachelor of Science (B.B.A.), Business Administration and Management, General

  2010 — 2014