Eric Berner

Eric Berner Email and Phone Number

I help people in the pursuit of making their money live as long as they do! My technique is different because I use a personalized, customized approach that matches who I am helping. @ Rock Castle Wealth Advisors
100 Bluegrass Commons Blvd,
Eric Berner's Location
Nashville Metropolitan Area, United States
About Eric Berner

I have been witness to many things in my personal life that led me into, and keeps me in, this business. I watched my mother, a strong and educated woman, become a widow very suddenly. My father's role in the household was to manage all of the financial matters, pay bills and invest for the future. In the blink of an eye, my mother was responsible for all of that.It became my mission to assist her in contacting each insurance company, investment broker and bank to make sure that she received all of the benefits that my dad had in place for her. So it is with the heart of a son, and the experience that I have gained over many years, to assist people who are in need of some guidance. Emotions can get in the way of making sound financial decisions. I work with my clients to help in the decisions that affect their retirement income, family legacy, financial longevity and charitable giving.If you are open to advice and have a realistic expectation of returns, or just have a few questions relating to your own financial wellness, I welcome you to contact me without cost or obligation.* Would you like to have a sound voice about your financial future on your side?Direct: 615-490-7052 Email: Eric@RockCastleWealth.com*The free consultation provides an overview of investment and financial planning services offered through LPL Financial . You are not obligated to purchase any products or services as a result of receiving the free consultation. Securities offered through LPL Financial. Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Eric Berner's Current Company Details
Rock Castle Wealth Advisors

Rock Castle Wealth Advisors

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I help people in the pursuit of making their money live as long as they do! My technique is different because I use a personalized, customized approach that matches who I am helping.
100 Bluegrass Commons Blvd,
Employees:
10
Eric Berner Work Experience Details
  • Rock Castle Wealth Advisors
    Partner
    Rock Castle Wealth Advisors Jul 2021 - Present
    Nashville Metropolitan Area
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Feb 2007 - Jul 2021
    Hendersonville & Nashville, Tn
  • Central Transport
    Account Executive
    Central Transport Mar 2004 - 2007
    Nashville, Tn
  • Kelsan
    Sales Rep
    Kelsan Apr 2002 - 2004
    Greater Nashville Area, United States
  • Gap Inc.
    Operations Manager
    Gap Inc. May 1999 - 2002
    Gallatin, Tn
  • National Federation Of Independent Business (Nfib)
    Division Manager
    National Federation Of Independent Business (Nfib) May 1996 - 1999
    Nashville, Tn
  • Averitt Express
    Service Center Director
    Averitt Express May 1986 - Apr 1996
    Owensboro, Ky

Eric Berner Education Details

Frequently Asked Questions about Eric Berner

What company does Eric Berner work for?

Eric Berner works for Rock Castle Wealth Advisors

What is Eric Berner's role at the current company?

Eric Berner's current role is I help people in the pursuit of making their money live as long as they do! My technique is different because I use a personalized, customized approach that matches who I am helping..

What schools did Eric Berner attend?

Eric Berner attended Whiskey University, University Of Tennessee, Bishop Byrne.

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