Eric Gandy, Cpfa®
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Eric Gandy, Cpfa® Email & Phone Number

FVP Program Manger and Investment Executive at IB Wealth Management
Location: Traverse City, Michigan, United States 1 work role 2 schools
1 work email found @cusonet.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email e****@cusonet.com
LinkedIn Profile matched
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Current company
IB Wealth Management
Role
FVP Program Manger and Investment Executive
Location
Traverse City, Michigan, United States
Company size
9 employees

Who is Eric Gandy, Cpfa®? Overview

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Quick answer

Eric Gandy, Cpfa® is listed as FVP Program Manger and Investment Executive at IB Wealth Management, a company with 9 employees, based in Traverse City, Michigan, United States. AeroLeads shows a work email signal at cusonet.com and a matched LinkedIn profile for Eric Gandy, Cpfa®.

Eric Gandy, Cpfa® holds Bachelor Of Business Administration (B.B.A.) from Saginaw Valley State University.

Company email context

Email format at IB Wealth Management

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*@cusonet.com
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AeroLeads found 1 current-domain work email signal for Eric Gandy, Cpfa®. Compare company email patterns before reaching out.

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Profile bio

About Eric Gandy, Cpfa®

Located at all Independent Bank locations; our Wealth Management Team is committed to helping individuals, corporations, small businesses and municipalities achieve their unique goals, while also developing and supporting successful professionals and helping our communities prosper. The IB Wealth Management Team has over 135 years of investment and planning experience combined and are dedicated to continually expanding our level of expertise. We are focused on your individual goals and objectives and strive to assist you in being financially independent. It is our mission to build a long standing relationship.IB Wealth Management takes pride in being Independent. This means that our advice and recommendations are free from bias or conflicts or interest. We do not have any proprietary products which provides the client, peace of mind knowing that any advice or recommendations are in their best interest and tailored to achieve their goals and objectives. Our Investment Executives are registered for securities and licensed for insurance throughout the state of Michigan. We are also registered with Cetera Investment Services LLC, a registered Broker/Dealer and member FINRA/SIPC. Cetera Investment Services is one of the nation’s leading brokerage firms providing brokerage services at banks and credit unions throughout the country. Securities & insurance products are offered through Cetera Investment Services LLC, (doing business in CA as CFGIS Insurance Agency), Member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. FINRA BRANCH LOCATION 333 WEST GRANDVIEW PARKWAY TRAVERSE CITY, MI 49684

Listed skills include Estate Planning, Fixed Annuities, Insurance, Retirement Planning, and 19 others.

Current workplace

Eric Gandy, Cpfa®'s current company

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IB Wealth Management
Ib Wealth Management
FVP Program Manger and Investment Executive
Traverse City, MI, US
Website
ibwealthmanagement.com
Employees
9
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Company profile
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1 role

Eric Gandy, Cpfa® work experience

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

Team & coworkers

Colleagues at IB Wealth Management

Other employees you can reach at ibwealthmanagement.com. View company contacts for 9 employees →

JM Jennifer May Cfp® Jennifer May Cfp® Colleague at Ib Wealth ManagementGrand Rapids, Michigan, United States, United States View → BC Bridget Clover Bridget Clover Colleague at Ib Wealth ManagementIonia, Michigan, United States, United States View → RP Ray Pape Aif Ray Pape Aif Colleague at Ib Wealth ManagementJackson, Michigan, United States, United States View → SH Saundra Howard, Cws® Saundra Howard, Cws® Colleague at Ib Wealth ManagementIonia, Michigan, United States, United States View → TL Tim Lyons Tim Lyons Colleague at Ib Wealth ManagementCaro, Michigan, United States, United States View → MC Mari Calton Mari Calton Colleague at Ib Wealth ManagementCharlotte, Michigan, United States, United States View → ER Erin Rau Erin Rau Colleague at Ib Wealth ManagementMidland, Michigan, United States, United States View →
2 education records

Eric Gandy, Cpfa® education

Bachelor Of Business Administration (B.B.A.)

Saginaw Valley State University

Activities and Societies: 4 years Varsity Athletic Golf Program at Saginaw Valley State University

FAQ

Frequently asked questions about Eric Gandy, Cpfa®

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

What company does Eric Gandy, Cpfa® work for?

Eric Gandy, Cpfa® works for IB Wealth Management.

What is Eric Gandy, Cpfa®'s role at IB Wealth Management?

Eric Gandy, Cpfa® is listed as FVP Program Manger and Investment Executive at IB Wealth Management.

What is Eric Gandy, Cpfa®'s email address?

AeroLeads has found 1 work email signal at @cusonet.com for Eric Gandy, Cpfa® at IB Wealth Management.

Where is Eric Gandy, Cpfa® based?

Eric Gandy, Cpfa® is based in Traverse City, Michigan, United States while working with IB Wealth Management.

What companies has Eric Gandy, Cpfa® worked for?

Eric Gandy, Cpfa® has worked for Ib Wealth Management.

Who are Eric Gandy, Cpfa®'s colleagues at IB Wealth Management?

Eric Gandy, Cpfa®'s colleagues at IB Wealth Management include Jennifer May Cfp®, Bridget Clover, Ray Pape Aif, Saundra Howard, Cws®, and Tim Lyons.

How can I contact Eric Gandy, Cpfa®?

You can use AeroLeads to view verified contact signals for Eric Gandy, Cpfa® at IB Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Eric Gandy, Cpfa® attend?

Eric Gandy, Cpfa® holds Bachelor Of Business Administration (B.B.A.) from Saginaw Valley State University.

What skills is Eric Gandy, Cpfa® known for?

Eric Gandy, Cpfa® is listed with skills including Estate Planning, Fixed Annuities, Insurance, Retirement Planning, Financial Planning, Portfolio Management, Investments, and Finance.

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