Eric Muñoz Email and Phone Number
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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.
Raymond James
View- Website:
- raymondjames.com
- Employees:
- 12938
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Senior Vice President - Wealth ManagementRaymond James May 2020 - PresentCoral Gables, Florida, United StatesWith 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
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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Eric Munoz
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Eric Munoz
Fort Lauderdale, Fl1centrahealthcare.com -
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