Eric Lamanna
Financial Advisor at Edward Jones | Greater Houston
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Eric La Manna serves as a dedicated Financial Advisor at Edward Jones, where he leverages his extensive expertise to empower professionals, executives, and decision-makers in transforming their financial futures. In his current role, Eric focuses on delivering personalized investment strategies that align with his clients’ unique career trajectories and long-term financial goals. His approach emphasizes comprehensive financial planning, encompassing wealth accumulation, risk management, and retirement planning, ensuring clients can confidently navigate complex financial landscapes.
Eric’s key projects often involve developing tailored investment portfolios that balance growth and protection, utilizing his deep knowledge of investments and market dynamics. He is particularly skilled at guiding high-net-worth individuals through strategic asset allocation, tax-efficient investing, and estate planning, helping them optimize their wealth across generations. His expertise in project management and business development allows him to identify opportunities for clients to diversify their income streams and enhance their financial resilience.
With a strong background in sales, customer service, and training facilitation, Eric excels at building trust and fostering long-term relationships. He is committed to educating his clients on investment options and financial concepts, ensuring they are well-informed and confident in their financial decisions. His unique approach combines strategic insights with a keen understanding of the career journeys of his clients, making him a trusted partner in their financial success. Whether working on retirement strategies or wealth preservation, Eric’s goal is to help clients achieve peace of mind and financial security through disciplined, goal-oriented planning.
Financial Advisor at Edward Jones in October 2019 to Present
Sales Operations Specialist at Capital Group | American Funds in September 2006 to May 2019
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UC Irvine, Bachelor's degree, September 2026
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IRAs
401(k)s
Financial Services
Mutual Funds
Sales
Project Management
Investments
Finance
Equities
Program Management
Business Development
Strategic Planning
Estate Considerations
Portfolio Review
Retirement
Microsoft Office
Salesforce.com
Microsoft PowerPoint
VideoScribe
Leadership
Management
Public Speaking
Communication
Training
Customer Service
Training Facilitation
Camtasia
Articulate Storyline
Sales Messaging
ADDIE
Adult Learning Theory
Podcast Recording
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Discover more about Edward JonesWhat is Eric La Manna email address?
Email Eric La Manna at [email protected] and [email protected]. This email is the most updated Eric La Manna's email found in 2026.
What is Eric La Manna phone number?
Eric La Manna phone number is 714-928-3199.
How to contact Eric La Manna?
To contact Eric La Manna send an email to [email protected] or [email protected]. If you want to call Eric La Manna try calling on 714-928-3199. (updated on February 02, 2025)
What company does Eric Lamanna work for?
Eric Lamanna works for Edward Jones
What is Eric Lamanna's role at Edward Jones?
Eric Lamanna is Financial Advisor
What industry does Eric Lamanna work in?
Eric Lamanna works in the Financial Services industry.
Eric Lamanna Email Addresses
Eric Lamanna Phone Numbers
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