Professional

After working on Wall Street for 10 years as an insurance securities analyst and private bank portfolio manager, I felt disconnected to my work.  I wanted a career that would allow me to more meaningfully help individuals, families and business owners.  Having been a Northwestern Mutual policyowner several years prior to becoming a Financial Advisor, I understood the impact my career would have in helping to serve families, professionals, and businesses owners.  I view my business as a mission to:

(1) Help people identify their most important personal and financial goals,

(2) Create customized financial plans that clearly identify the most effective, high quality financial planning solutions to achieve those goals,

(3) Implement the customized solutions identified by the financial plan and,

(4) Work with my clients throughout their lifetime to continually monitor and update their goals, customized financial plans, and wealth management solutions.

Associations and Memberships

Co-founder, Board Of Directors Member of the Syracuse University Alumni Association of Greater Charlotte

Chariman of Legacy Giving for the Charlotte Jewish Preschool (CJP), Former Board Member and Past President of the Board of Directors

NYU Stern School of Business - U.S. Southeast Alumni

Member of the National Association of Insurance and Financial Advisors (NAIFA)

Member of the Financial Representatives Association (FRA)

Million Dollar Round Table Member

Eric J. Wisotsky, CLU®, ChFC®, MBA

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck