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In his role at Ferris Capital, Eric works primarily with clients needing intergenerational wealth services, estate and financial planning, and investment management services. Prior to joining Ferris Capital, Eric spent 25 years as Vice President in Wealth and Branch Management roles at Fidelity Investmentsā€™ Private Client Group. Previously, Eric was a financial planner with Thomson McKinnon, having begun his career there in 1982 as a Floor Clerk on the New York Stock Exchange.