Eric King

Certified Financial Fiduciary Wealth Consultant Risk Manager


    Eric King has been helping investors work towards protecting, growing, and enjoying their assets for over 25 years.  His practice focuses on a holistic approach to financial well-being and quality of life.  Preparing families for four generations' is the basic tenant of the firm's legacy planning paradigm.  Guiding families, utilizing a time allocation of money, commonly referred to as a “Bucket Plan” a strategy aimed towards allowing families to enjoy a superb quality of life while establishing generational wealth.

    Eric has worked for some of the largest companies in the business, with tenures at Morgan Stanley Dean Witter, Aetna, and MassMutual before becoming an independent advisor.  He also teaches financial soundness to pre-married, and newly married couples.  He served as the youth director for his church for over 10 years and still runs a bible study for teens.

Eric received his B.A. from Louisiana State University and is a graduate of the Cannon Trust School. The American Banker Association awarded Eric King with two designations: Certified Securities Operations Professional, (CSOP), and Certified Trust Financial Analysts (CTFA).


Phone 225-678-6185