Eric Sheldon
Wealth Management Advisor & Co-founder of JW Wealth Partners at Northwestern Mutual | Rochester, New York, United States
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Eric Sheldon serves as a Wealth Management Advisor at Northwestern Mutual and is a co-founder of JW Wealth Partners, where he leverages his extensive expertise to provide tailored financial strategies for closely held businesses, engineers, real estate professionals, and families approaching retirement. With a deep commitment to financial education, Eric focuses on empowering his clients to achieve their unique versions of financial security. He believes that informed clients are better equipped to make strategic decisions regarding their financial futures.
In his current role, Eric leads key projects that encompass a wide range of financial planning concepts, including student loan analysis, strategic savings, insurance planning, and wealth accumulation. He emphasizes the importance of combining defensive, non-market correlated strategies with offensive investment planning to create a holistic approach to wealth management. This dual strategy not only helps clients grow their wealth but also ensures its preservation for future generations.
Eric's passion for training and development is evident in his commitment to fostering a culture of continuous learning within his team. His leadership skills are instrumental in guiding clients through complex financial landscapes, ensuring they receive the highest level of service possible. By utilizing social media and event management strategies, Eric effectively communicates valuable insights and resources to both new and existing clients, reinforcing his dedication to their financial well-being. Through his innovative approach and unwavering support, Eric Sheldon is making a significant impact in the lives of those he serves, helping them navigate their financial journeys with confidence and clarity.
Wealth Management Advisor & Co-founder of JW Wealth Partners at Northwestern Mutual in May 2016 to Present
Managing Director at EDS Marketing, Inc. in March 2013 to May 2016
Regional Manager & Corporate Trainer at EcoHorizon Energy, LLC in March 2013 to December 2013
Director of Compliance at Independence Energy Group, LLC in April 2012 to February 2013
Director of Field Operations and Training at 5LINX Enterprises, Inc. in August 2007 to April 2012
Director of Representative Services at 5LINX Enterprises, Inc. in March 2003 to August 2007
Kitchen Manager at Rare Hospitality in October 2000 to October 2002
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Training
Event Management
Event Planning
Management
Financial Planning
Risk Management
Relationship Building
Leadership
Direct Sales
Policy
Team Building
Private Investigations
Analysis
Sales
Customer Service
E-Learning
Employee Training
Call Centers
Policy Writing
Regulatory Affairs
Legal Compliance
Marketing
Team Leadership
Coaching
Training & Development
Cross-functional Team Leadership
Leadership Development
Social Media
Investigations
Compliance
Business Development
Insurance Planning
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Discover more about Northwestern MutualWhat is Eric Sheldon email address?
Email Eric Sheldon at [email protected] and [email protected]. This email is the most updated Eric Sheldon email found in 2026.
What is Eric Sheldon phone number?
Eric Sheldon phone number is +15857497020 and +15857273128.
How to contact Eric Sheldon?
To contact Eric Sheldon send an email to [email protected] or [email protected]. If you want to call Eric Sheldon try calling on +15857497020 and +15857273128. (updated on September 13, 2024)
What is Eric Sheldon net worth?
Eric Sheldon has an estimated net worth of $150,000 to $249,999
What company does Eric Sheldon work for?
Eric Sheldon works for Northwestern Mutual
What is Eric Sheldon's role at Northwestern Mutual?
Eric Sheldon is Wealth Management Advisor & Co-founder of JW Wealth Partners
What industry does Eric Sheldon work in?
Eric Sheldon works in the Financial Services industry.
Eric Sheldon Email Addresses
Eric Sheldon Phone Numbers
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