We are excited to welcome Eric Fitzgerald to Alpha Omega. Eric will work in the Shenandoah Valley office as a Financial Adviser. Until you have the opportunity to meet Eric, let us help you get to know him here.
Eric earned his BS in Healthcare Administration from Carson-Newman University in 2010. Eric has worked as the Client Service Manager at Day & Company, P.C. a CPA firm in Knoxville, TN as well as helping with the firm’s investment management division BrightStar Wealth Management. He worked as a paraplanner for Wealth Management Corporation in Knoxville where he coordinated with the President and Vice President of the firm to develop written financial plans for clients. He also worked for Tennessee Valley Asset Management Partners as a financial advisor where he handled all financial planning for the firm’s clients and also helped Sevier County’s oldest bank start a wealth management program.
Eric earned his Certified Financial Planner (CFP®) designation in January of 2016. Prior to moving home to Staunton, VA Eric was selected to participate in Sevier County’s Leadership Tomorrow, a leadership training and education program for young adults.
Eric grew up with seven siblings in Staunton. His wife Jessica is also from the Shenandoah Valley. They have two sons Jackson (age 3) and Asher (age 2). Eric is excited to finally be able to move home and to work and raise his family in the Valley where he grew up!
Please welcome Eric to our team. You can reach him by telephone at 804-955-1615, or by email at firstname.lastname@example.org. And feel free to visit our office outside Staunton to meet Eric.