Our financial advice team

Eric Schultz, Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

Eric Schultz

Financial Advisor

Vice President
Gratias Wealth
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution

Education

  • Bachelors of Science, Accounting, University of Maryland, College Park, MD

Previous experience

  • LPL Financial LLC, 2019-2024
  • H.D. Vest Investment Services, 2015-2019
  • LaSalle St Securities, LLC, 2004-2015
  • Capital Securities Management, 1991-2004
  • John A Neidel and Company, 1989-1991

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Outside of work, I enjoy spending time with my wife Patty, our two sons Michael and Brian, and our dog Hank. I enjoy playing tennis, skiing, running, biking, and swimming.

My photos

1 albums
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