Eric Sr

Q: What is Eric Sr email address?

Email Eric Sr at rose1951@nj.rr.com and eric.hopler@wellsfargo.com. This email is the most updated Eric Sr email found in 2026.

Q: How to contact Eric Sr?

To contact Eric Sr send an email to rose1951@nj.rr.com or eric.hopler@wellsfargo.com. If you want to call Eric Sr try calling on +12016022229 and +19734327981. (updated on October 24, 2024)

First Vice President - Investment Officer, Senior Financial Advisor at Wells Fargo Advisors | New York City Metropolitan Area

About Eric Sr

As a First Vice President and Investment Officer at Wells Fargo Advisors, Eric Sr. leverages his extensive expertise as a Certified Financial Planner (CFP®) to provide tailored investment strategies for a diverse clientele, including individuals, families, trusts, retirement plans, charitable organizations, and businesses. With a focus on long-term financial health, Eric employs a holistic approach to investment planning that encompasses risk management, asset allocation, and wealth preservation strategies. His proficiency in financial analysis allows him to assess market conditions and identify opportunities that align with his clients' unique financial goals.

Currently, Eric is spearheading key projects that involve concentrated stock management and business succession planning, ensuring that business owners are well-prepared for the future while maximizing their investment potential. He collaborates closely with Wells Fargo's research analysts and economic experts to deliver informed insights that empower clients to make sound investment decisions. Eric’s commitment to excellence is evident in his ability to navigate complex financial landscapes, utilizing fixed income strategies and equities to create robust portfolios that withstand market volatility.

In addition to his investment acumen, Eric is dedicated to fostering lasting relationships with his clients, providing ongoing education and support to help them understand their financial options. Whether developing a comprehensive retirement plan or advising on charitable giving strategies, Eric Sr. is passionate about guiding clients toward achieving their financial aspirations. For personalized financial guidance, Eric invites you to reach out via email at [email protected] or by phone at 800-526-1057, as he is unable to respond to messages through LinkedIn.

Eric Sr Work

First Vice President - Investment Officer, Senior Financial Advisor at Wells Fargo Advisors in August 2005 to Present

Financial Advisor at Morgan Stanley in January 2001 to August 2005

Operations at American Express Business Finance in January 1998 to January 1999

Eric Sr Skills

Tax Efficient Planning

Investments

Retirement Planning

About Eric Sr's Current Company

Wells Fargo Advisors

Discover more about Wells Fargo Advisors

Frequently Asked Questions about Eric Sr

What is Eric Sr email address?

Email Eric Sr at [email protected] and [email protected]. This email is the most updated Eric Sr email found in 2026.

What is Eric Sr phone number?

Eric Sr phone number is +12016022229 and +19734327981.

How to contact Eric Sr?

To contact Eric Sr send an email to [email protected] or [email protected]. If you want to call Eric Sr try calling on +12016022229 and +19734327981. (updated on October 24, 2024)