Eric Willer

Eric Willer, Senior Wealth Strategist at WD Wealth Strategies

Eric Willer is a Senior Wealth Strategist at WD Wealth Strategies in Lone Tree, Colorado. He has over 20 years of experience in the financial industry, including roles as an Investment Research Analyst, Regional Vice President of Investments, and Director of Research.1

Key Points about Eric Willer:

• He has been a Senior Wealth Strategist at WD Wealth Strategies since April 20231
• Previously, he worked as an Insurance and Annuity Broker at Family First Life from 2021 to 20231
• He was an Investment Research Analyst at Halcyon Wealth Advisors, LLC from 2020 to 20211
• Willer served as a Regional Vice President of Investments at Fusion Wealth Managers for over 11 years from 2009 to 20201
• He has a BBA in Finance and International Business from The University of Texas at Austin and a Masters in Finance and Investments from Texas McCombs School of Business1
• Willer is a Chartered Financial Analyst (CFA) with the CFA Institute1

Eric Willer has extensive experience managing investments for high net worth individuals and institutions. He has designed his own asset allocation portfolios and provided total wealth management services including investments, financial planning and insurance.1