Eric Holbrook, Cws®
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Eric Holbrook, Cws® Email & Phone Number

President, Holbrook Private Wealth | Wealth Manager at Raymond James Financial Services at Raymond James
Location: Logan, Utah, United States 7 work roles 2 schools
1 work email found @dadco.com 1 phone found area 801 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email e****@dadco.com
Direct phone (801) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Raymond James
Role
President, Holbrook Private Wealth | Wealth Manager at Raymond James Financial Services
Location
Logan, Utah, United States
Company size
18734 employees

Who is Eric Holbrook, Cws®? Overview

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Quick answer

Eric Holbrook, Cws® is listed as President, Holbrook Private Wealth | Wealth Manager at Raymond James Financial Services at Raymond James, a company with 18734 employees, based in Logan, Utah, United States. AeroLeads shows a work email signal at dadco.com, phone signal with area code 801, and a matched LinkedIn profile for Eric Holbrook, Cws®.

Eric Holbrook, Cws® previously worked as Senior Vice President, Financial Advisor at D.A. Davidson Companies and Relationship Manager at Tab Bank. Eric Holbrook, Cws® holds Certified Wealth Strategist ® from Cannon Financial Institute.

Company email context

Email format at Raymond James

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*@dadco.com
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AeroLeads found 1 current-domain work email signal for Eric Holbrook, Cws®. Compare company email patterns before reaching out.

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Profile bio

About Eric Holbrook, Cws®

I give direct, face to face personalized and professional advice and education to individuals, families, and businesses, and assist them in simplifying the investment process by putting their money to work for them. I help my clients identify and achieve their short, mid, and long-term goals and help them minimize their risk and maximize the probability of reaching their financial goals.

Listed skills include Financial Analysis, Finance, Investments, Customer Service, and 46 others.

Current workplace

Eric Holbrook, Cws®'s current company

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Raymond James
Raymond James
President, Holbrook Private Wealth | Wealth Manager at Raymond James Financial Services
Logan, UT, US
Website
raymondjames.com
Employees
18734
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Company profile
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7 roles · 22 years

Eric Holbrook, Cws® work experience

A career timeline built from the work history available for this profile.

President, Holbrook Private Wealth | Wealth Manager At Raymond James Financial Services

Raymond James

Logan, UT, US

Senior Vice President, Financial Advisor

Current
D.A. Davidson Companies

D.A. Davidson & Company is a private, employee owned registered investment advisory firm that was founded in 1935. The firm is small enough to offer a unique personalized experience, but also large enough to ensure competitive & continued investments for future opportunities.We provide our clients with full-service financial and investment services for.

2013 - Present ~13 yrs 4 mos

Relationship Manager

Tab Bank

Ogden, Utah, United States

  • Manage a portfolio of accounts receivable financing relationships.
  • Assist in mitigating risk for the client and for the bank.
  • Analyze the clients’ collateral and financial performance for improving or declining trends and communicate noteworthy findings both internally and externally.
  • Fund client business operations through daily cash disbursements, maintaining a daily balance, while managing collateral position to cover deterioration and tailoring service to satisfy client demands
  • Communicate expectations, trends, and areas of opportunity with all levels of management to ensure compliance, raise concerns, and cross-sell bank products/services
2011 - 2013 ~2 yrs

Analyst

Goldman Sachs

Salt Lake City, Utah, United States

  • Interest Rate Derivatives and Margin Valuation Pricing on the Product Data Quality team.
  • Mitigated operational risk associated with the trades and preformed product pricing and setup
  • Maintained data integrity of investment securities including fixed income, equities, & derivatives
  • Communicated with auditors to discuss inefficient processes, risk mitigation, and compliance issues
  • Recommended & implemented Excel strategies to increase work speed decrease manual error risk
  • Responsible for operational risk management, including a broad array of services measuring and managing risk controls throughout the Interest Rate Derivative division.
2009 - 2011 ~2 yrs

Service Manager

Wells Fargo

Riverdale, Utah, United States

  • Assist customers with their financial transactions and needs
  • Uncover needs with products and services with customers
  • Manage customer portfolios and service relationships
  • Provide broad base of financial and credit services
  • Oversee the operational duties of the branch
  • Create, train and coach service, referral and sales team
2008 - 2009 ~1 yr

Personal Banker

Wells Fargo

Centerville, Utah, United States

2006 - 2008 ~2 yrs
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →

MM Mandy Moss Mandy Moss Colleague at Raymond James London, England, United Kingdom, United Kingdom View → PB Paul Bobal Paul Bobal Colleague at Raymond James Houston, Texas, United States, United States View → LA Laura Allain Laura Allain Colleague at Raymond James Holland, Michigan, United States, United States View → RL Robert L Alaniz, Crpc® Robert L Alaniz, Crpc® Colleague at Raymond James San Antonio, Texas Metropolitan Area, United States View → JC John C. Sudduth John C. Sudduth Colleague at Raymond James Houston, Texas, United States, United States View → JD Judy Darby, Mba Judy Darby, Mba Colleague at Raymond James Palm Harbor, Florida, United States, United States View → EG Elias G. Elias G. Colleague at Raymond James Greater Tampa Bay Area, United States View → FE Fred Espro Fred Espro Colleague at Raymond James St Petersburg, Florida, United States, United States View → BM Brian Miller Brian Miller Colleague at Raymond James Clearwater, Florida, United States, United States View → SK Stephanie Krebs, Phr, Shrm-Cp Stephanie Krebs, Phr, Shrm-Cp Colleague at Raymond James Greater Tampa Bay Area, United States View →
2 education records

Eric Holbrook, Cws® education

Certified Wealth Strategist ®

Cannon Financial Institute

The Certified Wealth Strategist® is a certification for professionals working in the affluent and high-net-worth retail market segments in.

Ba, Organizational Communnications

Weber State University

Activities and Societies: National Conferences on Undergraduate Research (NCUR)Emphasis: Training and Development and Spanish Honor Roll

FAQ

Frequently asked questions about Eric Holbrook, Cws®

Quick answers generated from the profile data available on this page.

What company does Eric Holbrook, Cws® work for?

Eric Holbrook, Cws® works for Raymond James.

What is Eric Holbrook, Cws®'s role at Raymond James?

Eric Holbrook, Cws® is listed as President, Holbrook Private Wealth | Wealth Manager at Raymond James Financial Services at Raymond James.

What is Eric Holbrook, Cws®'s email address?

AeroLeads has found 1 work email signal at @dadco.com for Eric Holbrook, Cws® at Raymond James.

What is Eric Holbrook, Cws®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 801 for Eric Holbrook, Cws® at Raymond James.

Where is Eric Holbrook, Cws® based?

Eric Holbrook, Cws® is based in Logan, Utah, United States while working with Raymond James.

What companies has Eric Holbrook, Cws® worked for?

Eric Holbrook, Cws® has worked for Raymond James, D.A. Davidson Companies, Tab Bank, Goldman Sachs, and Wells Fargo.

Who are Eric Holbrook, Cws®'s colleagues at Raymond James?

Eric Holbrook, Cws®'s colleagues at Raymond James include Mandy Moss, Paul Bobal, Laura Allain, Robert L Alaniz, Crpc®, and John C. Sudduth.

How can I contact Eric Holbrook, Cws®?

You can use AeroLeads to view verified contact signals for Eric Holbrook, Cws® at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Eric Holbrook, Cws® attend?

Eric Holbrook, Cws® holds Certified Wealth Strategist ® from Cannon Financial Institute.

What skills is Eric Holbrook, Cws® known for?

Eric Holbrook, Cws® is listed with skills including Financial Analysis, Finance, Investments, Customer Service, Portfolio Management, Credit, Management, and Leadership.

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