Eric Graue
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Eric Graue is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2005 after eight years of experience as a business consultant. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC™), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA™) designations. He earned a Bachelor of Science degree in General Engineering from the University of Illinois.
Eric’s client focus includes college education planning, family wealth management strategies, legacy planning, philanthropic planning, retirement income, tax minimization, and services for endowments, foundations, and non-profits. He previously served as the Resident Director of the Springfield branch and holds leadership roles in his community, including Chairman of the Abraham Lincoln Memorial Hospital Foundation, board member at Memorial Health, and trustee for Lincoln College. Eric resides in Lincoln, Illinois with his wife and four children, and he is active coaching youth sports teams.
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2005 - Present (21 years)
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