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Eric B

CFP®, Series 66

Scottsdale, AZ

Gilbert Private Wealth LLC

Eric Burns is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 18 years of experience in the financial services industry, covering areas such as wealth management, lending, and banking. Eric focuses on offering comprehensive wealth management strategies tailored to individual client goals, including family wealth management, managing new wealth, personal retirement planning, small business strategies, and retirement income. He is a CERTIFIED FINANCIAL PLANNER® and holds the Personal Investment Advisor (PIA) designation. Eric earned a Bachelor's degree from Brigham Young University and an MBA from Arizona State University. He is committed to honesty, simplicity, and transparency in his practice, aiming to help clients make smart financial decisions that positively impact their lives and legacies. Eric works in Scottsdale, Arizona, and lives in Gilbert with his wife and three children. Outside of his professional work, Eric participates in community activities, including volunteering with local organizations such as Gilbert Youth Sports. His personal interests include camping, golfing, ice hockey, and spending time with his family.

Wealth management Retirement income strategy Retirement withdrawal strategies Business exit / sale strategy Business ownership considerations Founder/Business Owner Executive Mid-Career Professionals Parents Married/Couples/Partners
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