Verified recordFinancial Services

Eric Risberg

Wealth Management Advisor, Assistant Vice President at Merrill Lynch

Based in New York, United States

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Seniority

Manager

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

35K

Contact information

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Email

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e•••••••@ml.com

Phone

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Background

About Eric Risberg

Eric helps individuals, couples, and families build, conserve and preserve wealth over the long-term through wealth management planning. Eric is able to draw upon the global resources of Merrill Lynch and a team of specialists to provide customized strategies for clients’ investment, retirement planning, lending, insurance and estate planning needs. Eric is also active in the Special Needs and GLBT communities. A growing number of Americans are confronted with the need to prepare for the life-long financial security and quality-of-life of a disabled loved one. Families in this situation need advisors who are dedicated and sensitive to their specific needs and can network with government, social and legal experts in this specialized area. In the GLBT community, Eric works with gay and lesbian individuals, couples and families. He helps them to confront present-day challenges and protect themselves from the unexpected and help ensure that their legacy wishes are met. Eric is a CERTIFIED FINANCIAL PLANNER™ Certificant, a designation awarded by the Certified Financial Planner Board Of Standards, Inc. He joined Merrill Lynch in December Eric is active in the various non-profit charitable organizations. He is also an enthusiastic supporter of HomeFront, Inc. and the Trenton Area Soup Kitchen, which help the deserving poor in Mercer County. Eric enjoys golf, gardening, and reading and resides with Richard Pollock, his spouse of 33 years, in New Hope, PA. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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