Eric M. Branson

Eric M. Branson Email and Phone Number

Director of Investments at Cyndeo Wealth Partners @ Cyndeo Wealth Partners
Eric M. Branson's Location
St Petersburg, Florida, United States, United States
Eric M. Branson's Contact Details

Eric M. Branson personal email

n/a

Eric M. Branson phone numbers

About Eric M. Branson

A former combat engineer in the US Army, Eric was honorably discharged as a Private First Class before entering the financial services industry. His career has led him to stints at Raymond James, Morgan Stanley, and UBS prior to Cyndeo Wealth Partners. Eric enjoys digging into the data that drives decisions the firm makes for client portfolios as well as focusing on implementation. Additionally, maintaining and introducing new client relationships is part of his role.A graduate of St. Petersburg College, Eric is heavily involved with BSF Bible Study Fellowship, currently serving as a children’s supervisor. He also maintains the Certified Kingdom Advisor designation, which integrates technical expertise and biblically wise counsel. Eric is a past chair of the Suncoast Center for Community Health, past chair of PARC, and past president of All Children’s Hospital Foundation Development Council. He lives in St. Pete with his wife Lisa and son Dylan. In his spare time, Eric stays fit, riding his Peloton and working out.

Eric M. Branson's Current Company Details
Cyndeo Wealth Partners

Cyndeo Wealth Partners

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Director of Investments at Cyndeo Wealth Partners
Eric M. Branson Work Experience Details
  • Cyndeo Wealth Partners
    Director Of Investments
    Cyndeo Wealth Partners Jun 2020 - Present
    Saint Petersburg, Florida, Us
    We are an independent registered investment advisor, focused on helping you simplify the complexity of managing, growing and protecting your wealth.We look to counsel our clients on every financial decision in their lives and with their businesses, by fostering a family-like culture that truly deepens the relationship between their families and our team.We do this by carefully listening, building confidence, and creating peace of mind through a caring, trusting rapport.Based in St. Petersburg, Florida, with clients in nearly 40 states across the U.S., Cyndeo Wealth Partners provides financial planning and investment management services, backed by family office-level personal service. Our clientele includes executives and entrepreneurs, landowners and professional athletes, business owners and multigenerational families, as well as those facing financial challenges on their own, due to divorce or death of a loved one. Whatever their path, each client seeks out the stewardship and counsel of our team to help prepare them for the future.One of the value-added ways in which we serve our clients is through meaningful introductions. Our team pro-actively networks among our professional and personal circles to connect people with each other and to create exclusive opportunities, leading to distinctive outcomes.The promise we make to all our clients is one of integrity. We will put your interests first and above those of the firm’s, and we will honor our relationship every day. We will always be available to listen, to learn and understand, and to help you when needed. We will be family.
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  • Ubs
    First Vice President -Wealth Management, Senior Portfolio Manager - Portfolio Management Program
    Ubs Jul 2012 - Jun 2020
    Zurich, Ch
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  • Morgan Stanley
    Vice President - Wealth Management
    Morgan Stanley Jun 2008 - Jul 2012
    New York, Ny, Us
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  • Raymond James Financial, Inc.
    Vice President - Wealth Management Specialist
    Raymond James Financial, Inc. May 1996 - Jun 2008
    St. Petersburg, Florida, Us
    View
  • Us Army
    E4 - Specialist
    Us Army May 1988 - Jul 1991
    Arlington, Virginia, Us
    Served in Ettlingen, Germany and Heilbron, Germany. MOS was 12 Bravo (Combat Engineer). Part of an AMF unit assigned to NATO
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Eric M. Branson Skills

Investments Wealth Management Portfolio Management Asset Management Financial Planning Asset Allocation Retirement Planning Financial Analysis

Eric M. Branson Education Details

  • St. Petersburg College
    St. Petersburg College
    General

Frequently Asked Questions about Eric M. Branson

What company does Eric M. Branson work for?

Eric M. Branson works for Cyndeo Wealth Partners

What is Eric M. Branson's role at the current company?

Eric M. Branson's current role is Director of Investments at Cyndeo Wealth Partners.

What is Eric M. Branson's email address?

Eric M. Branson's email address is er****@****ubs.com

What is Eric M. Branson's direct phone number?

Eric M. Branson's direct phone number is (727) 898*****

What schools did Eric M. Branson attend?

Eric M. Branson attended St. Petersburg College.

What are some of Eric M. Branson's interests?

Eric M. Branson has interest in Family, Church, Golf, Serving My Community.

What skills is Eric M. Branson known for?

Eric M. Branson has skills like Investments, Wealth Management, Portfolio Management, Asset Management, Financial Planning, Asset Allocation, Retirement Planning, Financial Analysis.

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