Eric Berner
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Eric Berner Email & Phone Number

Location: Nashville Metropolitan Area, United States 7 work roles 3 schools
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Current company
Role
Partner
Location
Nashville Metropolitan Area, United States
Company size

Who is Eric Berner? Overview

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Quick answer

Eric Berner is listed as Partner at Rock Castle Wealth Advisors, a with 10 employees, based in Nashville Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Eric Berner.

Eric Berner previously worked as Financial Advisor at Waddell & Reed and Account Executive at Central Transport. Eric Berner holds Associate'S Degree from Whiskey University.

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Email format at Rock Castle Wealth Advisors

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Rock Castle Wealth Advisors

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Profile bio

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.

Current workplace

Eric Berner's current company

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Rock Castle Wealth Advisors
Rock Castle Wealth Advisors
Partner
100 Bluegrass Commons Blvd,
Employees
10
AeroLeads page
7 roles

Eric Berner work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Waddell & Reed

Hendersonville & Nashville, Tn

Feb 2007 - Jul 2021

Sales Rep

Greater Nashville Area, United States

Apr 2002 - 2004

Operations Manager

Gallatin, Tn

May 1999 - 2002

Service Center Director

Owensboro, Ky

May 1986 - Apr 1996
3 education records

Eric Berner education

Associate'S Degree

1.) ”Certified Bourbon Taster” (from Whiskey University) 2.) Maker’s Mark Ambassador 3.) Tennessee Squire With Jack Daniel’s 4.) Whiskey.

Business, Marketing

University Of Tennessee

Education record

Bishop Byrne
FAQ

Frequently asked questions about Eric Berner

Quick answers generated from the profile data available on this page.

What company does Eric Berner work for?

Eric Berner works for Rock Castle Wealth Advisors.

What is Eric Berner's role at Rock Castle Wealth Advisors?

Eric Berner is listed as Partner at Rock Castle Wealth Advisors.

Where is Eric Berner based?

Eric Berner is based in Nashville Metropolitan Area, United States while working with Rock Castle Wealth Advisors.

What companies has Eric Berner worked for?

Eric Berner has worked for Rock Castle Wealth Advisors, Waddell & Reed, Central Transport, Kelsan, and Gap Inc..

How can I contact Eric Berner?

You can use AeroLeads to view verified contact signals for Eric Berner at Rock Castle Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Eric Berner attend?

Eric Berner holds Associate'S Degree from Whiskey University.

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