Eric Muñoz serves as the Senior Vice President of Wealth Management at Raymond James, where he is a pivotal figure in the Alianza Wealth Management Group. With over 20 years of extensive experience in the financial services industry, Eric specializes in delivering concierge wealth management...
Eric Muñoz serves as the Senior Vice President of Wealth Management at Raymond James, where he is a pivotal figure in the Alianza Wealth Management Group. With over 20 years of extensive experience in the financial services industry, Eric specializes in delivering concierge wealth management tailored to the unique needs of high-net-worth and ultra-high-net-worth families both in the U.S. and internationally. His expertise encompasses a wide array of financial disciplines, including retirement planning, estate planning, and risk management, enabling him to provide comprehensive solutions that align with his clients' long-term goals.
In his current role, Eric is instrumental in developing and implementing customized investment strategies that incorporate asset allocation, portfolio management, and securities analysis. He is adept at navigating complex financial landscapes, ensuring that clients are well-informed and confident in their financial decisions. His commitment to building strong, enduring relationships is evident in his proactive approach to client engagement, where he emphasizes open communication and personalized service.
Key projects under Eric's leadership include the establishment of innovative wealth preservation strategies that address the evolving needs of affluent families, particularly in areas such as fixed annuities and equities. By leveraging his deep industry knowledge and a client-centric philosophy, Eric not only helps families achieve their financial aspirations but also fosters a sense of security and peace of mind in an ever-changing economic environment. His dedication to excellence and integrity positions him as a trusted advisor in the wealth management sector, making a significant impact on the lives of those he serves.
