Being able to share my passion for investments with others, allows me to help them with that part of their life.
Eric joined the Allen & Company team of Financial Advisors in 2003 and specializes in investment management services for high net worth individuals and families; corporate 401(k) and retirement plans; Life, Long Term Care and Disability Insurance; systematic retirement funding and income planning. He holds Series 7 and 66 securities licenses, as well as Life, Health and Variable Annuity licenses. A Certified Wealth Strategist™, Eric has also earned the CERTIFIED FINANCIAL PLANNER® designation from the College of Financial Planning, as well as The CHARTERED FINANCIAL ANALYST® Charter, one of the most highly regarded and recognized designations within the financial services industry. Eric is the first Financial Advisor at Allen & Company to complete this rigorous program. Eric was chosen Allen & Company’s “Employee of the Year” in 2009.
He received an Associate of Arts degree from Polk State College before obtaining his Bachelor of Science degree and MBA from the University of South Florida specializing in finance, entrepreneurship and marketing. Additionally, he completed intensive coursework in Alternative Investments at the London School of Economics.
Eric is nationally recognized for his leadership in the industry, including being named a member of the “All-American Team” by American Funds, Hartford’s “Leadership Council” and Prudential’s “Master Council.” Eric was also recognized by Transamerica as a “Top of the Pyramid Advisor.”
Committed to giving back to his community, Eric serves on the Polk County Planning Commission as well as the Board of Directors for the Polk State College Alumni Association. Eric formerly served as a Board member of the Rotary club of Winter Haven and also Talbot House Ministries. He was honored to serve as an adjunct professor of Investments at Florida Southern College. He is a graduate from the Leadership Winter Haven and Leadership Lakeland programs. In addition, Eric supports the United Way of Central Florida, the Winter Haven Young Professionals Group and is a member of Calvary Baptist Church in Lakeland.
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