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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 401 near 72745

Out of 400,000+ nationwide

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Chris P

CFP®

Bentonville, AR

Pape Financial

Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Established Professionals Gen X (Born 1965-1980)
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John M

Series 66

Rogers, AR

Merrill

John McConnell is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a key member of the Boskus Group in Rogers, Arkansas. He specializes in portfolio construction and structured products, focusing on cultivating strong client relationships and delivering personalized wealth management strategies tailored to individual goals. John’s approach emphasizes a comprehensive understanding of each client’s financial picture to create flexible strategies adaptable to changing market conditions. He holds a Bachelor of Science degree in Business from the University of Arkansas and a Master of Business Administration from the University of Arkansas Little Rock. John is also a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to his advisory career, he was team captain of the Razorback tennis team during his final two years of college and played tennis professionally for several years. John actively participates in community service, reflecting the Merrill tradition of engagement. Outside of work, he enjoys golf, tennis, and spending time with his family.

Wealth management Active portfolio management
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Richard B

Series 66

Bentonville, AR

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy
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Stephanie H

Series 66

Rogers, AR

Edward Jones

Divorce financial planning Retirement income strategy Wealth management
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Christian H

Series 66

Bentonville, AR

Edward Jones

Retirement income strategy ESG / Sustainable investing Inheritance planning
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Allison H

ChFC®, Series 66

Rogers, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Tafta R

Series 66

Fayetteville, AR

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Wealth management
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Sarah M

Series 66

Fayetteville, AR

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Women Professionals
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Blake S

Series 66

Fayetteville, AR

Edward Jones

Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Inheritance planning Founder/Business Owner
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Travis H

CFP®, Series 63, Series 66

Fayetteville, AR

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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