Eric Moyer, Cfp®, Cap® Email & Phone Number

I am a financial advisor and CFP® professional with the Simon Group. My team and I help executives, business owners, and successors of family wealth grow, protect, and pass on their wealth by being a single point of contact and resource for their often complex financial needs. This includes providing tailored advice and planning for investment management, including alternative investments, lending and banking, insurance, multi-generational estate planning, and philanthropic giving. If you are an executive with complicated stock options, a business owner looking to eventually transition, or a young successor who feels their parent's advisor doesn’t treat you like a real client, let our team see if we can be a resource. On a more personal note, I am a graduate of the University of Minnesota and deeply passionate about philanthropy. I am the Board President for Kids in the Middle and am actively involved with Friends of Kids with Cancer. When I am not working you can find me on the golf course, cycling, fishing, or walking my dogs./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Leadership, Wealth Management, Teamwork, Management, and 12 others.

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  University Of Minnesota-Twin Cities

  Business Marketing Education