Financial Advisor
Current
Jan 2024 - Present
AeroLeads people directory · profile
Eric Snell Email & Phone Number
Financial Advisor
at
Edward Jones
1 work email found
@schwab.com
14 phones found area 410, 314, 443, 573, 307, 518, 702, and 716
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Saratoga Springs, New York, United States
Who is Eric Snell? Overview
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Quick answer
Eric Snell is listed as Financial Advisor at Edward Jones, based in Saratoga Springs, New York, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 410, 314, 443, 573, 307, 518, 702, 716, and a matched LinkedIn profile for Eric Snell.
Eric Snell previously worked as VP - Financial Consultant at Charles Schwab and Senior Financial Consultant at Td Ameritrade. Eric Snell holds Ba, History, Political Science from Niagara University.
Company email context
Email format at Edward Jones
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{first}.{last}@schwab.com
86% confidence
AeroLeads found 1 current-domain work email signal for Eric Snell. Compare company email patterns before reaching out.
Profile bio
About Eric Snell
Eric Snell is a Financial Advisor at Edward Jones. He possess expertise in marketing, french, entrepreneurship, agriculture, sales and 4 more skills. He is proficient in French.
Listed skills include Marketing, French, Entrepreneurship, Agriculture, and 5 others.
Current workplace
Eric Snell's current company
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7 roles
Eric Snell work experience
A career timeline built from the work history available for this profile.
Vp - Financial Consultant
Mar 2022 - Jan 2024
Senior Financial Consultant
Nov 2018 - Jan 2024
Investment Counselor
• In charge of all aspects of client relationships from new client conversion, account set up, funding & all ongoing communication. • Evaluated details of financial goals and presented comprehensive portfolio recommendations. Provided ongoing communication regarding strategy shifts & assistance in adhering to prescribed strategy to achieve objectives.• Responsible for portfolio updates, retention, additions, referrals, trade accuracy, and appropriatenavigation of tax considerations• Liaised with estate attorneys, CPAs & other key client advisors to ensure all aspects of portfoliomanagement aligned with stated tax and estate planning goals
Feb 2018 - Aug 2018
Financial Advisor
• Assisted clients with long term financial planning using Edward Jones and Sunguard planning software• Constructed and rebalanced client portfolios within Edward Jones Investment Policy Committee guidance • Utilized individual equities, bonds, mutual funds, UIT's, ETF's, separately managed accounts, annuities and life insurance to build tailored client portfolios using fee-based and brokerage models• Recipient of 'Ted Jones Prospecting Award' for opening over 100 unique households in the first year of selling• Grew office to 225 individual active households
Feb 2013 - Aug 2017
Operations
• Coordinated physical domestic and international oil transactions based upon terms brokered• Set and agreed associated EFP’s and concurrent futures/financial terms with counterparties• Interfaced with experienced brokers to work through financial, logistical and specification challenges to themovements of the client’s goods
Dec 2009 - May 2010
Peace Corps Volunteer
Jun 2006 - Jul 2008
2 education records
Eric Snell education
Ba, History, Political Science
Niagara University
International Relations
American University Of Rome
FAQ
Frequently asked questions about Eric Snell
Quick answers generated from the profile data available on this page.
What company does Eric Snell work for?
Eric Snell works for Edward Jones.
What is Eric Snell's role at Edward Jones?
Eric Snell is listed as Financial Advisor at Edward Jones.
What is Eric Snell's email address?
AeroLeads has found 1 work email signal at @schwab.com for Eric Snell at Edward Jones.
What is Eric Snell's phone number?
AeroLeads has found 14 phone signal(s) with area code 410, 314, 443, 573, 307, 518, 702, 716 for Eric Snell at Edward Jones.
Where is Eric Snell based?
Eric Snell is based in Saratoga Springs, New York, United States while working with Edward Jones.
What companies has Eric Snell worked for?
Eric Snell has worked for Edward Jones, Charles Schwab, Td Ameritrade, Fisher Investments, and Blue Ocean Brokerage.
How can I contact Eric Snell?
You can use AeroLeads to view verified contact signals for Eric Snell at Edward Jones, including work email, phone, and LinkedIn data when available.
What schools did Eric Snell attend?
Eric Snell holds Ba, History, Political Science from Niagara University.
What skills is Eric Snell known for?
Eric Snell is listed with skills including Marketing, French, Entrepreneurship, Agriculture, Sales, International Development, International Relations, and Fundraising.
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