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Eric Smith Location
Naples, FL, US
Eric Smith Work
Managing Director @ (October 2026 - Present)
First Vice President, Financial Advisor, Corporate Retirement Director @ (November 2013 - October 2026)
Vice President - Investments @ (January 2007 - November 2013)
Assistant Vice President @ (June 2000 - January 2007)
Eric Smith Education
Rochester Institute of Technology
MBA (Finance/Management)
1996-2001
State University of New York College at Cortland
BA (Sports Management)
1983-1987
Eric Smith Skills
Leadership
Portfolio Management
Financial Modeling
Business Development
Investments
Financial Analysis
Series 63
Credito
Wealth Management
Leadership Development
Eric Smith Summary
Eric Smith, based in Naples, FL, US, is currently a Managing Director at Wells Fargo Advisors. Eric Smith brings experience from previous roles at Morgan Stanley, UBS and Merrill Lynch. Eric Smith holds a 1996 - 2001 MBA in Finance/Management @ Rochester Institute of Technology. With a robust skill set that includes Leadership, Portfolio Management, Financial Modeling, Business Development, Investments and more. Eric Smith has 2 emails and 3 mobile phone numbers on RocketReach.
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