Eric Sweeney

Partner, Vice President - Wealth Manager at Steward Partners Global Advisory
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Location
Massachusetts, United States, US

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Experience

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Partner, Vice President - Wealth Manager
      • Apr 2017 - Present

      Greater Boston Area Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities services are… Show more Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm. Show less

    • Real Estate Developer/Investor
      • Jul 2013 - Apr 2017

      Buy, sell, rent, and develop residential and commercial properties.

    • Canada
    • Real Estate
    • 1 - 100 Employee
    • Owner
      • Feb 2010 - Jan 2014

      Certified Home Inspector and Owner.

    • United States
    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • General Manager
      • 2003 - 2004

Education

  • University of Nebraska-Lincoln
    Bachelor's of Science, Agribusiness/Agricultural Business Operations
    1999 - 2003

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