Eric Schwartz

Director of Client Services
302-791-0237 x403

Eric is serving as the firm’s Director of Client Services. He is a graduate from the University of Delaware and received a double major in Finance and Financial Planning. Eric holds his life/health, Series 7 (General Securities Representative) and his 66 (Uniform Combined State Law) licenses. His favorite part about working in this career field is the opportunity to educate clients and plan participants on how crucial, yet simple, saving for retirement is. His biggest takeaway from his studies at the University is that it is never too early to start saving for retirement. Eric is a proud brother of AEPI and while he was Junior at the University he served as the Fraternity's Vice President. Eric was born in Poughkeepsie NY and is an avid sports fan. His favorite teams are the NY Yankees, Indianapolis Colts, and Las Vegas Golden Knights. On the weekends Eric can be found volunteering at Faithful Friends Animal Society, attending Delaware sports games, or improving his skills on the golf course. GO HENS!!!

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