Eric Scruggs Email & Phone Number
Financial Advisor @ Covenant Wealth Advisors
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Eric Scruggs Location
- Stoneham, MA, US
Eric Scruggs Work
- 2026 -now Financial Advisor @
- 2023 -2026 Financial Planner, Founder @ Hark Financial Planning, LLC
- 2022 -2024 Business Adjunct Faculty @
- 2020 -2022 Lead Financial Advisor @
- 2017 -2020 Senior Advisor @
- 2012 -2017 Financial Planner, Partner @
- 2011 -2012 Analyst @
- 2010 -2011 Executive Team Leader - Logistics @
- 2009 -2010 Assistant Director, Phonathon @
- 2008 -2009 Phonathon Senior Supervisor The Fund @ William & Mary
- 2008 -2009 Senior Class Gift Co-Chair @ The College of William & Mary
- 2007 -2008 Student Supervisor @
- 2008 -2008 Federal Club Temp @
Eric Scruggs Education
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (M.B.A.) (Investment Management and Corporate Finance Concentrations)
2015-2016 - Boston University
Certificate in Financial Planning (Financial Planning and Services)
2012-2013 - The College of William and Mary
Bachelor of Arts (BA) (Economics and Government)
2005-2009
Eric Scruggs Skills
- Investments
- Estate Planning
- Fundraising
- Retirement
- Microsoft Office
- Wealth Management
- Investment Advisory
- Customer Service
- Customer Relations
- Financial Analysis
- Client Services
- Series 66
- Registered Investment Advisor
- Retirement Planning
- Investment Strategies
- Alternative Investments
- Financial Planning
- Asset Managment
- Personal Finance
- Certified Financial Planner
- Microsoft Excel
- Analysis
- Fixed Income
- Real Estate
- Portfolio Management
- Finance
- Financial Risk
- Six Sigma
- Donors
- Huntington'S Disease
- Policies and Procedures
- SQL Server
- Monitors
- Consulting
- Liberal Arts
- Annual Giving
- Art
- Obtain
- Chairs
- Economics
- Adobe Contribute
- Undergraduate
- Alumni Relations
- Virginia
- Logistics
- Students
- Debate
- Government
- Academic
- Fiscal Policy
- Coordinated
- Drive Results
- Recognizing
- Gifts
- Human Rights
- Responsibility
- Operations
- Award Winner
- Lake Homes
- Deloitte
- Training
- Executive Team
- Project Planning
- Financial Support
- Series 24
- Project
- Benchmarking
- Distribution Center Operations
- Management
- Inventory Management
- Graduate Students
- Metrics
- Funding
- Campaigns
- Freight
- Recruiting
- Series 7
- Board of Directors
- Philanthropy
- Combination
Eric Scruggs Summary
- Eric Scruggs, based in Stoneham, MA, US, is currently a Financial Advisor at Covenant Wealth Advisors. Eric Scruggs brings experience from previous roles at Hark Financial Planning, LLC, Southern New Hampshire University, NDVR, Inc. and Shepherd Kaplan LLC. Eric Scruggs holds a 2015 - 2016 Master of Business Administration (M.B.A.) in Investment Management and Corporate Finance Concentrations @ University of North Carolina at Chapel Hill - Kenan-Flagler Business School. With a robust skill set that includes Investments, Estate Planning, Fundraising, Retirement, Microsoft Office and more. Eric Scruggs has 1 emails and 1 mobile phone numbers on RocketReach.
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