Eric Harley
sales director at Leggmason | Freeport, New York, United States
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As the Sales Director at Legg Mason, Eric Harley leverages his extensive expertise in wealth management and investment advisory to drive growth and support financial advisors in enhancing their business practices. With a strong foundation in alternative investments, equities, and retirement planning, Eric plays a pivotal role in bridging the gap between innovative financial solutions and the unique needs of advisors and their clients. His analytical thinking and hard-working nature enable him to dissect complex financial products, making them accessible and actionable for advisors navigating the ever-evolving landscape of investment opportunities.
Currently, Eric is spearheading several key projects aimed at enhancing the firm's 401(k) and fixed annuities offerings, ensuring that financial advisors have the tools they need to provide tailored retirement solutions. His proficiency in Series 6 licensing and 529 plans further positions him as a valuable resource for advisors looking to diversify their portfolios and optimize client outcomes. By fostering strong relationships and delivering exceptional support, Eric not only closes deals but also empowers advisors to thrive in a competitive market.
In addition to his sales acumen, Eric's executive management skills allow him to lead cross-functional teams effectively, ensuring that client feedback is integrated into product development and service enhancements. His commitment to excellence and passion for helping financial advisors succeed underscore his role as a trusted partner in the wealth management industry. As he continues to navigate the complexities of investment strategies, Eric remains dedicated to driving success for both Legg Mason and the financial advisors he supports.
sales director at Leggmason in January 2000 to Present
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Separately Managed Accounts
Series 7
Series 63
Mutual Funds
Wealth Management
Financial Services
Alternative Investments
Series 6
Investments
Equities
Asset Allocation
529 Plans
Executive Management
Retirement
Investment Advisory
Fixed Annuities
Retirement Planning
Investment Strategies
401k
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What is Eric Harley email address?
Email Eric Harley at [email protected]. This email is the most updated Eric Harley email found in 2026.
How to contact Eric Harley?
To contact Eric Harley send an email to [email protected]. (updated on October 29, 2024)
What company does Eric Harley work for?
Eric Harley works for Leggmason
What is Eric Harley's role at Leggmason?
Eric Harley is sales director
What is Eric Harley's Phone Number?
Eric Harley's phone (212) ***-*374
What industry does Eric Harley work in?
Eric Harley works in the Financial Services industry.
Eric Harley Email Addresses
Eric Harley Phone Numbers
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