Eric Willer

Eric Willer, born and raised in Dallas, Texas, is a seasoned Wealth Strategist with a robust background in the financial industry. He earned his BBA in Finance with a focus on International Business from the University of Texas at Austin. His professional journey began overseas as a portfolio manager for a bank in Helsinki, Finland, where he managed investments and gained invaluable international experience.

Upon returning to the U.S., Eric embarked on a notable career in financial services. He started as a broker with Lehman Brothers, where he specialized in client acquisition through cold calling. His career trajectory then took him to New York and South Florida, where he continued to build on his skills at Prudential Securities. During this period, Eric managed portfolios and led a prospecting team, further developing his expertise in client management and financial strategy.

After five years, Eric decided to pursue an MBA, returning to Texas to enhance his knowledge and skills. Post-graduation, he joined Hoak Breedlove Wesneski & Co. as a Sell-side Telecom Analyst, where he provided critical insights to sales teams, traders, and institutional portfolio managers. It was during this time that Eric also achieved his Chartered Financial Analyst (CFA) designation, solidifying his credentials in investment analysis.

Eric’s career continued to evolve as he transitioned to ICMC, an RIA in Dallas, as an analyst. His success with ICMC led to an opportunity with Fusion, a quantitative research firm, where he opened and grew a new RIA branch office in Dallas. Under his leadership, the office accumulated approximately $75 million in assets. Eric’s extensive experience and strategic acumen have made him a valuable asset to our team at WD Wealth Strategies, where he now applies his expertise to innovative investment solutions and client education.