One of the most important lessons that I’ve learned over the last 15 years as a financial advisor is understanding the needs of clients and recognizing that everyone’s economic and life situation is unique. No two clients and no two financial strategies should be alike. I want to know what's important to you.
I understand that my clients are the most important part of my branch office and that personalized service is essential when matching clients with the right financial products and services. Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, I want to help you make good decisions with your money.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Working together, we will partner together throughout your life to help keep you on track.
I am a University of Mississippi graduate and Certified Financial Planner™ (CFP®)*. I am happily married to my lovely wife, Shelly, and have three children. Away from the business, I enjoy fishing, hunting and spending time at the lake with family and friends.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Military Professionals & Veterans
My Personal Interests
Phone NumberEric M Rutledge at (662) 287-1409
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