Eric Felsenfeld provides strategic wealth planning with a focus on long-term security and steady growth, which is built around each client's lifestyle and goals. He cuts through the complexities of financial decisions to provide relevant, candid advice and practical strategies that help clients safeguard and grow their assets. His thoughtful guidance empowers confident planning for retirement, investments, and major life milestones.
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About Eric Felsenfeld – Eric Felsenfeld
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About Eric Felsenfeld – Eric Felsenfeld

The recipient of a bachelor of arts in business from Indiana University, Eric Felsenfeld graduated from the school in 2001 and subsequently joined Morgan Stanley as a financial advisor. He spent 3 years in this role, during which time he focused on r