Eric Lewis, CIMA®, CRPC®

Eric began his career in financial services with The Larsen Group in 2005 as a Client Associate and later became an Investment Associate. In 2007, he became a Financial Advisor and continues to play an integral role in developing and maintaining client relationships. He draws upon his broad based knowledge of the various resources at Merrill and Bank of America, including credit and lending services.Known for his analytical thinking, problem solving and investment analysis, Eric assists the team with the discretionary portfolio management and investment strategies. He also helps business executives and entrepreneurs with various aspects of their 401(k) plan offerings, including employee education. Enthusiastic and passionate about his job, Eric enjoys providing clients with the highest level of personalized service and helping them pursue their financial goals and objectives.Eric earned his Bachelor's degree in Finance from Slippery Rock University in Pennsylvania. He holds the Certified Investment Management Analyst® and Chartered Retirement Planning Counselor℠ designations.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®.  Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals. *The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.