Eric Wooden is a seasoned financial advisor and Branch Manager at Raymond James Financial Services, where he leverages over 20 years of experience in financial planning and investment management to guide clients toward achieving their financial goals. His extensive expertise encompasses a broad spectrum of...
Eric Wooden is a seasoned financial advisor and Branch Manager at Raymond James Financial Services, where he leverages over 20 years of experience in financial planning and investment management to guide clients toward achieving their financial goals. His extensive expertise encompasses a broad spectrum of services, including strategic financial planning, investment management, and comprehensive advisory services tailored to individual and institutional clients alike.
At Raymond James, Eric is instrumental in leading key projects that enhance client engagement and optimize investment strategies. He specializes in securities, mutual funds, and insurance products, ensuring that his clients are well-informed and equipped to make sound financial decisions. His proficiency in financial modeling and 401(k) planning allows him to provide tailored solutions that address the unique needs of each client, whether they are preparing for retirement or seeking to grow their wealth.
Eric holds Series 7 and other relevant licenses, underscoring his commitment to maintaining the highest standards of professionalism and compliance within the financial services industry. His approach is characterized by a deep understanding of market dynamics and a dedication to fostering long-term relationships built on trust and transparency. As a leader at Raymond James, Eric is not only focused on individual client success but also on mentoring emerging advisors, sharing his knowledge, and promoting best practices within the firm. Through his leadership and expertise, Eric Wooden continues to make a significant impact in the financial advisory landscape.
