Eric Branson
Director of Investments at Cyndeo Wealth Partners | St. Petersburg, Florida, United States
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As the Director of Investments at Cyndeo Wealth Partners, Eric Branson leverages his extensive background in finance and military discipline to guide clients through the complexities of wealth management. With a career that spans notable firms such as Raymond James, Morgan Stanley, and UBS, Eric brings a wealth of experience in investments, portfolio management, and financial planning. His unique perspective, shaped by his time as a combat engineer in the US Army, allows him to approach financial challenges with a strategic mindset and a focus on detail.
At Cyndeo Wealth Partners, Eric is instrumental in developing tailored investment strategies that align with clients' long-term financial goals. He is deeply involved in asset allocation and retirement planning, ensuring that each client’s portfolio is optimized for growth while mitigating risk. Eric's analytical skills enable him to dig into the data that drives investment decisions, allowing him to identify opportunities and navigate market fluctuations effectively.
Key projects under his leadership include the implementation of innovative asset management solutions that simplify the investment process for clients, making it easier for them to understand and engage with their financial futures. Eric is passionate about fostering a family-like culture within the firm, which enhances client relationships and encourages open communication. His commitment to education and transparency empowers clients to make informed financial decisions, reinforcing Cyndeo Wealth Partners' mission to protect and grow their wealth. Through his expertise and dedication, Eric continues to elevate the firm's reputation as a trusted advisor in the financial services industry.
Director of Investments at Cyndeo Wealth Partners in June 2020 to Present
First Vice President -Wealth Management, Senior Portfolio Manager - Portfolio Management Program at UBS in July 2012 to June 2020
Vice President - Wealth Management at Morgan Stanley in June 2008 to July 2012
Vice President - Wealth Management Specialist at Raymond James Financial, Inc. in May 1996 to June 2008
E4 - Specialist at US Army in May 1988 to July 1991
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Investments
Wealth Management
Portfolio Management
Asset Management
Financial Planning
Asset Allocation
Retirement Planning
Financial Analysis
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Discover more about Cyndeo Wealth PartnersWhat is Eric Branson email address?
Email Eric Branson at [email protected]. This email is the most updated Eric Branson email found in 2026.
What is Eric Branson phone number?
Eric Branson phone number is +17278046053 and +17278922530.
How to contact Eric Branson?
To contact Eric Branson send an email to [email protected]. If you want to call Eric Branson try calling on +17278046053 and +17278922530.
What company does Eric Branson work for?
Eric Branson works for Cyndeo Wealth Partners
What is Eric Branson's role at Cyndeo Wealth Partners?
Eric Branson is Director of Investments
What industry does Eric Branson work in?
Eric Branson works in the Financial Services industry.
Eric Branson Email Addresses
Eric Branson Phone Numbers
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