After the 2009 market downturn, the financial marketplace was forever changed and so was Eric’s opinion of the industry. What changed? He wanted his work to focus on helping people versus selling a product. In the Senior Wealth Management Associate role, Eric uses analytical tools and analysis to ensure that financial plans are documented and achievable. He reviews plan progress over time and collaborates with Relationship Managers to help monitor, implement, and communicate that progress to ensure clients feel confident in all aspects of their financial life. Additionally, he continuously reviews investment portfolios to confirm they remain in alignment with long-term strategic allocatio