Eric joined CenterPoint as a Wealth Management Associate in 2022. He has a strong commitment to client service and a passion to understand, develop, and achieve each of his clients’ unique goals and financial objectives.
Eric Geary
Wealth Advisor
CenterPoint Wealth Management
United States, Indiana, Indianapolis
About Me
Profile Information
Wealth Advisor
CenterPoint Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Indianapolis
Indiana
United States
Jul 29, 2024
Work Experience
CenterPoint Wealth Management
Wealth Advisor Feb 2022 - Present
Email: eric@centerpointwm.com
Keylinks
More profiles to browse
Brian Brunner
Owner/President
Patrick Hoehne
Investment Portfolio Manager / Financial Analyst
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation