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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 75 near 36530

Out of 400,000+ nationwide

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Jason K

CFP®, Series 63, Series 65

Foley, AL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Scott H

Series 63, Series 65

Perdido Key, FL

Merrill

Scott Hardie is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has focused his career on family wealth and liability management to support financial decision-making for family members. Scott has been with Merrill Lynch since 1996 after returning to New Orleans following his earlier banking career. Scott graduated with a Bachelor's degree from the University of Mississippi and completed graduate studies at George Washington University. Prior to joining Merrill Lynch, he spent 11 years in Corporate International Banking. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, Scott serves as a Board Member of the Metropolitan Crime Commission and the YMCA of Greater New Orleans. He is a native of New Orleans and a graduate of Isidore Newman School.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Robert M

Series 66

Gulf Shores, AL

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management General estate planning guidance
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Lisa C

Series 66

Foley, AL

Edward Jones

Retirement income strategy Retirement withdrawal strategies Passive / index investing Wealth management ESG / Sustainable investing
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Travis H

Series 63, Series 65

Gulf Shores, AL

Merrill

Travis Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients’ unique financial goals, leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Travis holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama System. He is committed to working closely with clients one-on-one to create flexible financial strategies that reflect their long-term objectives. In addition to his professional work, Travis participates in community activities through volunteering, following Merrill’s tradition of engagement in the communities it serves.

Wealth management
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Chantz B

Series 66

Foley, AL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General estate planning guidance Founder/Business Owner
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Dakota B

Series 66

Pensacola, FL

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive Doctor or Medical Professional
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Jason D

Series 63, Series 65

Gulf Shores, AL

Dyken Wealth Strategies, Inc.

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Julie J

Series 65

Robertsdale, AL

Redesign Wealth Planning

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Christopher B

CFP®, Series 66

Orange Beach, AL

Bridgeworks Asset Management, LLC

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