- NC Life and Health Insurance License
- Securities Registrations: NC SC GA LA CA NV
- Broker/Dealer: Cetera Advisor Networks
- Chartered Retirement Planning Counselor℠
Eric has 25+ years’ experience as a Financial Advisor, 7 of which as Supervisory Principal. Prior to beginning his own practice in 2009 he served as a bank investment rep for 13 years and has 5 years’ experience in Accounting and Financial Reporting. He graduated from the University of North Carolina at Chapel Hill with a BS in Business Administration and received his MBA from East Carolina University. Eric holds the CRPC® designation, which encompasses pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.
He currently resides in Gastonia, NC with his wife Luellen and dog Zoe, an energetic Shorkie puppy. He enjoys working on home improvement projects, watching sports, volunteering with the Salvation Army and Church Kids Ministry, and spending time with his 4 children and 2 grandkids.
Williford Financial Services is primarily focused on bringing personal service and affordable advising to individuals and small business owners.