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Eric Witte

Partner, Managing Director

Beacon Pointe Advisors

United States, Texas, Dallas

About Me

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

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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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