Eric Holbrook Email & Phone Number
President, Holbrook Private Wealth | Wealth Manager at Raymond James Financial Services @ Raymond James
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Eric Holbrook Location
- Logan, UT, US
Eric Holbrook Work
- President, Holbrook Private Wealth | Wealth Manager at Raymond James Financial Services @ (May 2025 - Present)
- Senior Vice President, Financial Advisor @ (July 2013 - May 2025)
- Relationship Manager @ (January 2011 - January 2013)
- Analyst @ (January 2009 - January 2011)
- Service Manager @ (January 2008 - January 2009)
- Personal Banker @ (January 2006 - January 2008)
- Teller @ (January 2004 - January 2006)
Eric Holbrook Education
- Cannon Financial Institute
Certified Wealth Strategist ®
2017 - Weber State University
BA (Organizational Communnications)
2003-2007
Eric Holbrook Skills
- Financial Risk
- Leadership
- Communication skills
- Relationship Management
- Business Development
- Financial Services
- Integrity
- Series 66
- Series 63
- Spanish
- Social Skills
- Business Analysis
- Series 7
- Analysis
- Banking
- Pricing
- Risk Management
- Management
- Customer Service
- Life Insurance
- Selling
- Team Minded and Problem Solving
- Fixed Income
- Retirement Planning
- Valuation
- Account Management
- Sales
- Portfolio Management
- IRAs
- Managerial Finance
- Derivatives
- Investments
- Bloomberg
- Finance
- Commercial Banking
- Wealth Management
- Equities
- Mutual Funds
- Investment Strategies
- Asset Management
- Credit
- Training
- Financial Analysis
- Investment Banking
- Credit Analysis
- Retail Banking
- Financial Management
- Loans
- Organizational Skills
- Financial Markets
Eric Holbrook Summary
- Eric Holbrook, based in Logan, UT, US, is currently a President, Holbrook Private Wealth | Wealth Manager at Raymond James Financial Services at Raymond James. Eric Holbrook brings experience from previous roles at D.A. Davidson Companies, TAB Bank, Goldman Sachs and Wells Fargo. Eric Holbrook holds a Certified Wealth Strategist ® @ Cannon Financial Institute. With a robust skill set that includes Financial Risk, Leadership, Communication skills, Relationship Management, Business Development and more. Eric Holbrook has 2 emails and 1 mobile phone numbers on RocketReach.
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