Meet Eric
Eric is a Sr. Wealth Advisor at Mercer Advisors, based in the Waltham, Massachusetts office. He joined the firm in 2017 and began his career in financial services in 1996. Previously, Eric worked at State Street Global Advisors connecting advisors with investment and asset allocations solutions and at Morgan Stanley as a financial advisor. He earned a B.A. in economics management from Ohio Wesleyan University and is a CERTIFIED FINANCIAL PLANNER® professional.
Eric’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Eric has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Concentrated stock positions that require strategic diversification and tax efficiency
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
- Navigating the financial realities of chronic illness with long-term, adaptive strategies
His working style
Eric is thoughtful, patient, and service-oriented. He is a dedicated advocate for optimizing and enhancing clients’ wealth. Eric seeks to educate and inform. He enjoys building relationships and working in clients’ best interest.
Eric in real life
Favorite thing about where you live?
I live outside Boston. Proximity to the water and the mountains is key to me. Also, I’m a big Boston sports fan and enjoy cheering on the Red Sox and Celtics.
How do you give back?
I’m passionate about giving back in ways that create meaningful connections and opportunities. I volunteer with 3rd Decade to support financial literacy, and I stay involved with my alma mater, Ohio Wesleyan, by participating in the Career Connections program — meeting with students for informational interviews and mentoring. Within Mercer Advisors, I contribute to our internal mentor program, helping colleagues grow and succeed. I also regularly donate blood through the American Red Cross as a simple but impactful way to support the broader community.
Any words you try to live by?
“Don’t judge each day by the harvest you reap but by the seeds that you plant.” — Robert Louis Stevenson
Meet Eric’s Teammates
Pamela Greene
Sr. Client Service Specialist
What Eric Says
Pam gets it all done for our clients and our team! I couldn’t service our clients completely without her.
Roain Saunders
Wealth Advisor
What Eric Says
Roain is a great advisor and colleague. We work together on a number of client relationships and he is a tremendous partner.
Evan Salter
Financial Planner
What Eric Says
Evan is my wealth strategist and does financial planning for my clients. He helps me strategize different scenarios and is an invaluable resource for helping our clients.
Ready to learn more?
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