My core passion as a financial advisor is to seek to understand what's most important to my clients, and then help them put a strategy in place to make those goals a reality. I've seen many ups and downs in the financial markets during my career in financial services, which began in January 2009, in the throes of the "Great Recession". My experience has taught me it's not only critical to begin wi
th a solid strategy toward your goals, but also to have a partner to be there to help adjust the strategy if needed when things change. And that's how I work with my clients; it's an ongoing partnership. I'm based in Sarasota, Florida, and serve clients both in our local community as well as in several states across the country. I attended the University of Florida and graduated with a bachelor's degree in business administration and finance. I've also furthered my education by earning the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Certified Investment Management Analyst (CIMA®) designation. I currently serve on the board of the First Presbyterian Church Pre-School in Sarasota. I was born and raised in St. Louis, Missouri, but I have lived in Florida since 2005. My wife, Rebecca, and I live in Sarasota with our three daughters, Lily, Vivian and Emery. When I'm not in the office, you'll most likely find me at the beach, boating, rooting for my Florida Gators or simply spending quality time with my family and friends. I look forward to serving you and your family. Please call or visit www.edwardjones.com/eric-walther for more information.
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