Eric Nicholson
Advisor at Merrill
Updated today
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.
About
Eric Nicholson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2006 and joined Merrill in 2014. Eric holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential.
Eric focuses on building lasting relationships with his clients by providing customized strategies aimed at preserving and growing accumulated wealth. His areas of expertise include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He divides his time between the Indianapolis and Terre Haute offices.
Eric earned a bachelor's degree in Economics from Indiana University. He lives on the south side of Indianapolis with his wife, Cheryl, and their three daughters.
Expertise
Wealth management
General retirement planning
Retirement income strategy
General tax planning
Demographic focus
Parents
Married/Couples/Partners
Work history
Bank Of America, N.a.
2015 - Present (11 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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