With nearly 30 years in the financial services industry, Eric Maxwell (President, CEO Wealth Management Director, Financial Advisor, RJFS) offers his clients a seasoned and intuitive approach to investing as he assists them with a host of life-changing financial decisions. He is able to leverage the extensive scope of financial planning technology and research tools that Raymond James provides in
order to better assist his clients with their financial goals. Eric regularly partakes in ongoing education and his expertise covers many different areas, some of which include:
-Financial Planning and Wealth Management
-Retirement Planning
-Estate and Business Succession Planning Strategies
-Corporate Trust Services
-Asset Preservation and Contingency Planning
-Tax Planning
-401(k) Plan Analysis and Administration
Eric graduated from California State University, East Bay with a BS degree in Financial Management. While at CSUEB, he enjoyed a focus on Economics and Finance and was fortunate to learn from many great professors with real world experience that helped to deepen his core values. Eric believes in forming long-term relationships with his clients and surrounding himself with like-minded industry professionals that display the highest of standards. Eric and his wife, Jacque, both have deep roots in the community and have enjoyed watching their three daughters attend the same high school they did many years ago.
