Eric Schoener is Managing Director, Wealth Advisor, serving as a primary point of contact for clients while overseeing client portfolio review implementation, delivery, education and ongoing management. Eric has over two decades of experience in the financial services industry, specializing in wealth planning and family wealth. Previously, Eric was a Private Client Advisor at Wilmington Trust. His experience also includes tenures at Charles Schwab where he helped found their Financial Planning Group, and US Trust where he was a Private Portfolio Manager. Eric is a graduate of George Mason University with a BS in Economics. He a CERTIFIED FINANCIAL PLANNER™ professional and completed the Inve