Eric is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 24 years of experience in the financial services industry, Eric has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Eric co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Eric worked for American Express, enjoying an accomplished career as a Senior Financial Advisor. Eric holds the Certified Financial Planner™ (CFP®) certification and graduated from Oklahoma State University with a BS in Business Admi
Eric Witte
Partner, Managing Director
Beacon Pointe Advisors
United States, Texas, Dallas
About Me
Profile Information
Partner, Managing Director
Beacon Pointe Advisors
Investment Team,Marketing Team
Investor
RIA/Wealth Manager/Asset Manager
Dallas
Texas
United States
Sep 16, 2024
Work Experience
Beacon Pointe Advisors
Partner, Managing Director Oct 2016 - Present
Email: ewitte@beaconpointe.com
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