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Eric Kearney

Eric Kearney has more than 12 years of experience providing comprehensive financial planning for affluent individuals and families. As a relationship manager, Eric oversees and manages all aspects of his client relationships. Eric is actively involved in creating customized plans, retirement planning, estate tax planning and investment portfolio development and analysis. His diverse client base is represented by successful individuals, small business owners and those either nearing retirement or enjoying retirement. He recognizes that each client has their own unique financial needs and challenges. He takes the time to listen and gain a full understanding of your current financial picture as well as your overall goals. After recommending appropriate investments, he regularly maintains and monitors performance to help ensure that stated objectives are being met. His practice is focused on innovative fee-based investments platforms through RWA. He works out of his SW Florida office as well as his upstate New York address. Eric holds his Series 7, 66 and Life, Accident & Health, and Annuity registrations, held through RWA.