Eric Kaplan
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Eric Kaplan Email & Phone Number

Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management
Location: Wellesley Hills, Massachusetts, United States 3 work roles 2 schools
1 work email found @ml.com 4 phones found area 617 and 800 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 4 phones

Work email e****@ml.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Lynch Wealth Management
Role
Wealth Management Advisor, Senior Vice President
Location
Wellesley Hills, Massachusetts, United States
Company size
45157 employees

Who is Eric Kaplan? Overview

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Quick answer

Eric Kaplan is listed as Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management, a company with 45157 employees, based in Wellesley Hills, Massachusetts, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 617, 800, and a matched LinkedIn profile for Eric Kaplan.

Eric Kaplan previously worked as Financial Advisor, Vice President at Spencer Clarke Llc and Financial Advisor at Prudential Securities Incorporated. Eric Kaplan holds Bachelor'S Degree from Brandeis University.

Company email context

Email format at Merrill Lynch Wealth Management

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{first}.{last}@ml.com
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Profile bio

About Eric Kaplan

I am dedicated to providing clients with individually tailored financial and investment management strategies. At the heart of my philosophy is a passion to build enduring client relationships through a commitment to providing outstanding guidance and service. I have built my career working with clients to define and help achieve their financial goals. My approach focuses on putting myself in the client's position, listening and learning about their dreams as well as their worries. Together with the rest of Kaplan Chong Connelly & Associates, as well as access to Firm specialists in different areas of expertise, we create individually customized wealth management strategies.

Current workplace

Eric Kaplan's current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Wealth Management Advisor, Senior Vice President
new york, new york, united states
Website
ml.com
Employees
45157
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3 roles

Eric Kaplan work experience

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

Financial Advisor, Vice President

Spencer Clarke Llc
Jan 2000 - Feb 2002

Financial Advisor

Prudential Securities Incorporated
Aug 1997 - Jan 2000
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

FN Frank Nunziata, Cfp® Frank Nunziata, Cfp® Colleague at Merrill Lynch Wealth ManagementColumbus, Ohio Metropolitan Area, United States View → ML Michael Leali, Cpwa®,Crpc® Michael Leali, Cpwa®,Crpc® Colleague at Merrill Lynch Wealth ManagementPeoria, Illinois, United States, United States View → LF Lauren Fritz Mariner, Cdfa®, Cpfa® Lauren Fritz Mariner, Cdfa®, Cpfa® Colleague at Merrill Lynch Wealth ManagementRehoboth Beach, Delaware, United States, United States View → GB Gary Bladen Gary Bladen Colleague at Merrill Lynch Wealth ManagementPalo Alto, California, United States, United States View → CH Charles Heaton, Crpc™ Charles Heaton, Crpc™ Colleague at Merrill Lynch Wealth ManagementNorfolk, Virginia, United States, United States View → BC Brendan Clancy, Cfp® Brendan Clancy, Cfp® Colleague at Merrill Lynch Wealth ManagementAuburn Hills, Michigan, United States, United States View → TE Ted Etsell Ted Etsell Colleague at Merrill Lynch Wealth ManagementSan Diego, California, United States, United States View → HB Hanna Brenalt Hanna Brenalt Colleague at Merrill Lynch Wealth ManagementWest Palm Beach, Florida, United States, United States View → JJ Josefina Josefina Ramirez Josefina Josefina Ramirez Colleague at Merrill Lynch Wealth ManagementMiami, Florida, United States, United States View → AL Alexander Lamont Alexander Lamont Colleague at Merrill Lynch Wealth ManagementPalo Alto, California, United States, United States View →
2 education records

Eric Kaplan education

Bachelor'S Degree

Brandeis University

High School Diploma/Ged

Calhoun
FAQ

Frequently asked questions about Eric Kaplan

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

What company does Eric Kaplan work for?

Eric Kaplan works for Merrill Lynch Wealth Management.

What is Eric Kaplan's role at Merrill Lynch Wealth Management?

Eric Kaplan is listed as Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management.

What is Eric Kaplan's email address?

AeroLeads has found 1 work email signal at @ml.com for Eric Kaplan at Merrill Lynch Wealth Management.

What is Eric Kaplan's phone number?

AeroLeads has found 4 phone signal(s) with area code 617, 800 for Eric Kaplan at Merrill Lynch Wealth Management.

Where is Eric Kaplan based?

Eric Kaplan is based in Wellesley Hills, Massachusetts, United States while working with Merrill Lynch Wealth Management.

What companies has Eric Kaplan worked for?

Eric Kaplan has worked for Merrill Lynch Wealth Management, Spencer Clarke Llc, and Prudential Securities Incorporated.

Who are Eric Kaplan's colleagues at Merrill Lynch Wealth Management?

Eric Kaplan's colleagues at Merrill Lynch Wealth Management include Frank Nunziata, Cfp®, Michael Leali, Cpwa®,Crpc®, Lauren Fritz Mariner, Cdfa®, Cpfa®, Gary Bladen, and Charles Heaton, Crpc™.

How can I contact Eric Kaplan?

You can use AeroLeads to view verified contact signals for Eric Kaplan at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Eric Kaplan attend?

Eric Kaplan holds Bachelor'S Degree from Brandeis University.

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