Erik Berg Email & Phone Number

Managing Director, Investment Officer, PIM® Portfolio Manager, CERTIFIED FINANCIAL PLANNER® @ Wells Fargo Advisors

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Erik Berg Location

Atlanta, GA, US

Erik Berg Work

2026 - now Managing Director, Investment Officer, PIM® Portfolio Manager, CERTIFIED FINANCIAL PLANNER® @ Wells Fargo Advisors
1998 - 2026 Senior Vice President, Financial Advisor, Portfolio Mgmt Director, CERTIFIED FINANCIAL PLANNER® @ Morgan Stanley Wealth Management

Erik Berg Education

University of Notre Dame
BBA, Finance and Computer Applications (Mendoza College of Business)
1994 - 1998
Brophy College Preparatory
1990 - 1994

Erik Berg Skills

Investments
Strategic Planning
Training

Customer Service
Planning
Financial Planning
Finance
Wealth Management
Services
Financial Services

see less

Erik Berg Summary

Erik Berg, based in Atlanta, GA, US, is currently a Managing Director, Investment Officer, PIM® Portfolio Manager, CERTIFIED FINANCIAL PLANNER® at Wells Fargo Advisors. Erik Berg brings experience from previous roles at Morgan Stanley Wealth Management. Erik Berg holds a 1994 - 1998 BBA, Finance and Computer Applications in Mendoza College of Business @ University of Notre Dame. With a robust skill set that includes Investments, Strategic Planning, Training, Customer Service, Planning and more. Erik Berg has 1 emails and 1 mobile phone numbers on RocketReach.

Erik Berg Emails

Found 1 emails

@gmail.com

Erik Berg Phone Numbers

Found 3 phone numbers

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