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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 108 near 28305

Out of 400,000+ nationwide

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Jonathan P

Series 66

Fayetteville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Executive Widow/Widower
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Megan T

Series 66

Fayetteville, NC

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Military & Veterans Founder/Business Owner
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Tricia M

Series 66

Fayetteville, NC

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Military & Veterans
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Kristi H

ChFC®, Series 63, Series 66

Hope Mills, NC

Edward Jones

Wealth management General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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Shannon C

ChFC®, Series 66

Fayetteville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Debbie B

CFP®, Series 63, Series 65, Series 66

Fayetteville, NC

Edward Jones

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William V

Series 66

Fayetteville, NC

Edward Jones

Wealth management Passive / index investing General retirement planning Founder/Business Owner Educators, Teachers, and Academics Religious/faith focused
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Carrie U

Series 66

Fayetteville, NC

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Eve F

Series 63, Series 65

Fayetteville, NC

Merrill

Eve Fowler is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in the financial industry in 1996 and joined Merrill Lynch in 2004. Eve’s advisory approach emphasizes understanding clients’ goals through detailed conversations, allowing her to guide them in making informed and objective decisions about their financial futures. Her areas of focus include managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. Eve holds a bachelor’s degree in Marketing from the University of North Carolina at Wilmington. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also recognized as a member of The Tilghman Fowler Lawhead Group, which was named to the 2023 Forbes "Best-in-State Wealth Management Teams" list. Residing in Fayetteville with her husband Jason and their two sons, Eve values her community and maintains involvement with the Center for Economic Empowerment & Development (CEED). Outside of work, she enjoys reading, traveling, and spending time with family and friends.

Wealth management General retirement planning Charitable giving & philanthropy Retirement income strategy
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Steven S

Series 63, Series 65, Series 66

Fayetteville, NC

Merrill

Steven Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been since 1986. He holds the role of Senior Portfolio Manager, enabling him to construct and manage personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. His position allows him significant discretion in portfolio construction and security selection, and he manages client assets through the Firm’s Investment Advisory Program, sometimes on a discretionary basis. Steven's client focus includes education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Wake Forest University and carries the Personal Investment Advisor (PIA) designation. Outside of his professional work, Steven enjoys biking, fishing, photography, reading, traveling, and spending time with his family.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Multi-generational wealth transfer Parents Intergenerational Families
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