Erik J. Willanger, Raymond James

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Erik J. Willanger, Raymond James He spent many years previously in New York City, working in commercial real estate and finance.

Erik is a First Vice President of Investments, Director and International Wealth Advisor at Raymond James, specializing in institutional consulting, corporate retirement plan consulting, options strategies, lending, and equity and bond trading. Since he began his finance career in 2010, he has gained skills in multiple areas of wealth management and enjoys the strong backing of a successful team that has worked together for over a decade. He began his career in wealth management at Morgan Stanley in Beverly Hills in 2010, and was drawn to Raymond James in 2012 by its distinctly warm corporate culture. Prior to starting his business career, Erik was a fashion model in New York City along with his identical twin brother, appearing on television shows and in numerous magazines and advertisements. Erik is an Accredited Investment Fiduciary®, Wealth Management Specialist® and Chartered Retirement Plans Specialist. He holds Series 3, 7 and 66 securities licenses, is a licensed variable life and health insurance producer in the state of California and a licensed real estate broker in the state of New York. Erik received his Bachelor of Arts degree from Northwest University. Originally from Seattle, Erik resides in Los Angeles with his wife, Genelle, and their children, Maxwell, Huxley and Avrielle. Erik is an avid golfer and enjoys playing the piano and beach volleyball.

With the midterm elections approaching, potential power shifts could influence the policy landscape. Raymond James Chief...
10/30/2026

With the midterm elections approaching, potential power shifts could influence the policy landscape. Raymond James Chief Investment Officer Larry Adam examines what the election outcomes could mean for the economy and financial markets.

raymondjames.com

Oct. 30 - Tech stocks face substantial pressure again following disappointing earnings from a large Consumer Discretiona...
10/30/2026

Oct. 30 - Tech stocks face substantial pressure again following disappointing earnings from a large Consumer Discretionary company and weak guidance from a large semiconductor company. NASDAQ futures are down more than 2.0%.

Read more in the Morning Brew.

amazonaws.com

Oct. 29 - Alongside another busy morning of earnings reports, investors face a full economic calendar highlighted by the...
10/29/2026

Oct. 29 - Alongside another busy morning of earnings reports, investors face a full economic calendar highlighted by the September PCE price indexes, the Fed's preferred inflation gauges.

Read more in the Morning Brew.

amazonaws.com

Oct. 28 - Equity futures point to a mostly higher opening this morning as investors assess another round of corporate ea...
10/28/2026

Oct. 28 - Equity futures point to a mostly higher opening this morning as investors assess another round of corporate earnings and await this afternoon's FOMC decision.

Read more in the Morning Brew.

amazonaws.com

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-...
10/27/2026

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-efficiency tools. Here, we cover their basics:

raymondjames.com

Oct. 27 - Equity futures point to a modestly higher open this morning as investors assess the latest batch of earnings r...
10/27/2026

Oct. 27 - Equity futures point to a modestly higher open this morning as investors assess the latest batch of earnings reports while awaiting a relatively full slate of economic data.

Read more in the Morning Brew.

amazonaws.com

Oct. 26 - Equity futures point to a modestly higher open to start the week following a mixed finish for the major averag...
10/26/2026

Oct. 26 - Equity futures point to a modestly higher open to start the week following a mixed finish for the major averages last week, which featured considerable selling pressure across the AI trade and pronounced shifts in market leadership.

Read more.

amazonaws.com

Several key events could shape the market outlook in the weeks ahead. Raymond James Chief Investment Officer Larry Adam ...
10/23/2026

Several key events could shape the market outlook in the weeks ahead. Raymond James Chief Investment Officer Larry Adam examines potential catalysts for financial markets, including a Federal Reserve meeting, technology earnings and the midterm elections.

raymondjames.com

Oct. 23 - Equity futures point to a modestly lower opening this morning following yesterday's sharp technology-led sello...
10/23/2026

Oct. 23 - Equity futures point to a modestly lower opening this morning following yesterday's sharp technology-led selloff, which sent the NASDAQ Composite (-2.6%) to its worst session since June.

Read more in the Morning Brew.

amazonaws.com

Oct. 22 - Equity futures point to a sharply lower opening this morning as disappointing reactions to earnings from a few...
10/22/2026

Oct. 22 - Equity futures point to a sharply lower opening this morning as disappointing reactions to earnings from a few of the mega cap names weigh on the AI trade following yesterday's technology-led advance.

Read more in the Morning Brew.

amazonaws.com

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9595 Wilshire Boulevard
Beverly Hills, CA
90212

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