Eric Muñoz

Eric Muñoz Email and Phone Number

Senior Vice President - Wealth Management @ Raymond James
st. petersburg, florida, united states
Eric Muñoz's Location
Miami, Florida, United States, United States
Eric Muñoz's Contact Details

Eric Muñoz work email

Eric Muñoz personal email

n/a
About Eric Muñoz

Eric Muñoz is a Senior Vice President - Wealth Management at Raymond James. He possess expertise in wealth management, investments, retirement planning, series 7, asset management and 30 more skills. He is proficient in Spanish.

Eric Muñoz's Current Company Details
Raymond James

Raymond James

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Senior Vice President - Wealth Management
st. petersburg, florida, united states
Website:
raymondjames.com
Employees:
12938
Eric Muñoz Work Experience Details
  • Raymond James
    Senior Vice President - Wealth Management
    Raymond James May 2020 - Present
    Coral Gables, Florida, United States
    With over 20 years of industry experience, Eric applies his knowledge and skill in providing concierge wealth management for high-net-worth and ultra-high-net-worth families in the U.S. and abroad. He builds strong and enduring relationships with clients, helping them navigate the financial world with their distinct needs and goals in mind.As one of the leaders of Alianza Wealth Management Group alongside his mentor and partner, Ernesto Angueira, Managing Director | Wealth Management, Eric helps ensure an exceptional client experience that includes responsive service, deep and technical market knowledge all with a personalized approach. The focused nature of the practice allows for highly collaborative consultations and holistic strategies for all facets of life.Eric joined Raymond James in 2020, drawn by the firm’s dedication and deep-rooted culture of putting clients first. Prior to this, he was a Senior Vice President serving clients at UBS. He earned a B.S. in Finance from Florida State University and an MBA from Florida International University.Giving back to the community is important to Eric. He is Treasurer of the Crockett Foundation, which provides educational opportunities to underserved youth in South Florida, and serves on the Board of Governors of the Florida State University College of Business. He has also served on the board of the Florida State Alumni Association and served as President of the Miami Seminole Club.When he’s not serving clients, Eric enjoys coaching his children’s sports teams, traveling, playing basketball, attending sporting events and exercising his culinary palate.

Eric Muñoz Skills

Wealth Management Investments Retirement Planning Series 7 Asset Management Finance Investment Advisory Estate Planning Financial Advisory Wealth Wealth Management Services Series 63 Alternative Investments Risk Management Mutual Funds Securities Asset Allocation Investment Strategies Portfolio Management Uniform Combined State Law Series 65 Fixed Income Iras Financial Planning Fixed Annuities 401k Equities Hedge Funds Investment Management Retirement Asset Managment Strategic Financial Planning Etfs Separately Managed Accounts Finra

Frequently Asked Questions about Eric Muñoz

What company does Eric Muñoz work for?

Eric Muñoz works for Raymond James

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

Eric Muñoz's current role is Senior Vice President - Wealth Management.

What is Eric Muñoz's email address?

Eric Muñoz's email address is er****@****mes.com

What skills is Eric Muñoz known for?

Eric Muñoz has skills like Wealth Management, Investments, Retirement Planning, Series 7, Asset Management, Finance, Investment Advisory, Estate Planning, Financial Advisory, Wealth, Wealth Management Services, Series 63.

Who are Eric Muñoz's colleagues?

Eric Muñoz's colleagues are Carlos Muñoz-Lucas, Alisha Marshall, Ryan Mayhew, Maegan Dornan, Cfp®, Scott Hinson, Ashleigh Mader, Bradford Parsons, Cfp®, Ricp.

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