Eric Brown has worked with Waddell & Reed since 1992.  The bulk of his clients are retirees, independent women, or from the LGBT Community.  He can address a wide range of financial planning issues.  He works with business owners on implementing and managing their retirement plans and exit strategies.

Eric works with clients of all ages as they pursue their goals.  His passion is developing strategies specific to the client.  He works on the implementation, with the ultimate focus of improving the well-being of the clients he works with.  He listens to clients in an effort to help them develop successful behaviors to pursue their goals, manage the everyday concerns and fears, while providing support as clients face the day to day uncertainty that can fill their lives.  Regular visits can  help keep them focused on their personal priorities and following financial planning strategies that help them to climb towards the goals they have set out to reach.  

Call Eric and share your goals.  Let’s see how we can help you.

Waddell & Reed is not affiliated with Tipsters of San Diego, any other members, or companies that are listed on this website.