Eric Wyss Joins Heritage Financial Consultants
Hunt Valley, MD – Heritage Financial Consultants, LLC today announced that Eric Wyss, former M&T Bank Vice President and Senior Wealth Strategist, will be joining the company as Director of Financial Planning & Risk Management on November 5, 2018.
In this role , Wyss will be responsible for leading Heritage Financial Consultants’ Advisors as they work to positively impact their clients’ lives through education, service and diligently executed innovative financial solutions. Wyss will serve as a financial planning specialist, guiding clients’ comprehensive financial plans, as well as identifying potential risks and implementing processes and procedures to ensure clients are fully prepared to deal with any potential risks.
“Eric’s years of industry experience, combined with his background managing large teams and complex work, will make him a great addition to the Heritage Financial Consultants team,” said Brian Gracie, Partner. “We are thrilled to have Eric on board and look forward to him developing innovative solutions for clients and ensuring our Advisors are providing the best possible service.”
Wyss has served as a trusted advisor for families for over 12 years, providing the highest level of consulting expertise in financial, tax and estate planning since he began working with clients in 2006. While at M&T Bank, Wyss served as Vice President in the Finance Division, later transitioning to Senior Wealth Strategist and National Director of Retirement Planning & Director of Planning for Southeast PA.
A CERTIFIED FINANCIAL PLANNER™ professional (CFP® professional), Wyss earned his MBA, with a focus in Finance & Strategy, from Carnegie Mellon University and a Mechanical Engineering degree at the Georgia Institute of Technology. He obtained many other accreditations including becoming an Accredited Estate Planner, Certified Trust and Financial Advisor and Chartered Life Underwriter.
Wyss is also committed to serving his community. As a former Navy submarine officer, Wyss recognizes the importance of serving our country’s veterans and volunteers his time with The Baltimore Station: Homeless & Addicted Veterans, a program that provides veterans who are experiencing homelessness and addiction with an opportunity to turn their lives around. Wyss lives in Hunt Valley with his wife Hillary and three children.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md. with offices in Wilmington, Del., Preston, Md., Vienna, Va., and Miami, FL. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including wealth management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.
Registered associates of Heritage Financial Consultants, LLC are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. CRN- 2338922-120518
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