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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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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