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Eric Kohlmeier
Senior Financial Advisor
Managing Director - Investments
Eric Kohlmeier is an experienced financial advisor with a career spanning over three decades. Eric's dedication to his clients' financial well-being has earned him recognition as a Forbes Best-in-State Wealth Advisors* for each year from 2018 to 2024. This prestigious award reflects the trust and confidence his clients have placed in him.
Eric's journey in the financial services industry includes holding positions of incremental responsibility at Citibank, where he served as a commercial lender and financial advisor for nine years. During his time at Citibank, Eric played a pivotal role in forging relationships with community business partnerships, further enhancing his understanding of the financial landscape.
In 1998, Eric joined a predecessor firm of Wells Fargo Advisors, bringing his extensive experience and expertise to the table. He specializes in various areas, including pre- and post-retirement planning, estate investment planning, comprehensive investment services, and coordination with clients' other professional advisors.
To further enhance his skills and stay up to date with industry trends, Eric completed a behavioral finance course at Harvard University's prestigious John F. Kennedy School of Government in 2006. This course provided him with a deeper understanding of the intricacies of the financial industry, enabling him to better serve his clients.
Eric holds life, health, and disability insurance licenses in both New Jersey and New York, allowing him to provide comprehensive financial solutions to his clients. Additionally, he possesses several securities registrations, including Series 7, 9, 10, 24, 63, and 65, enabling him to offer a wide range of investment services.
Beyond his professional endeavors, Eric is actively involved in personal and community service. He has served on the boards of the Helen Hayes Hospital Foundation and the Lower Hudson Valley Challenger Center, demonstrating his commitment to making a positive impact in his community. Eric is also an active volunteer with the Rockland County Sheriff's Department and has completed two FEMA crisis management training courses, further showcasing his dedication to serving others. He resides in Greenwood Lake, NY, with his wife, Elizabeth, and their two sons, Justin and Jonathan.
* 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Eric's journey in the financial services industry includes holding positions of incremental responsibility at Citibank, where he served as a commercial lender and financial advisor for nine years. During his time at Citibank, Eric played a pivotal role in forging relationships with community business partnerships, further enhancing his understanding of the financial landscape.
In 1998, Eric joined a predecessor firm of Wells Fargo Advisors, bringing his extensive experience and expertise to the table. He specializes in various areas, including pre- and post-retirement planning, estate investment planning, comprehensive investment services, and coordination with clients' other professional advisors.
To further enhance his skills and stay up to date with industry trends, Eric completed a behavioral finance course at Harvard University's prestigious John F. Kennedy School of Government in 2006. This course provided him with a deeper understanding of the intricacies of the financial industry, enabling him to better serve his clients.
Eric holds life, health, and disability insurance licenses in both New Jersey and New York, allowing him to provide comprehensive financial solutions to his clients. Additionally, he possesses several securities registrations, including Series 7, 9, 10, 24, 63, and 65, enabling him to offer a wide range of investment services.
Beyond his professional endeavors, Eric is actively involved in personal and community service. He has served on the boards of the Helen Hayes Hospital Foundation and the Lower Hudson Valley Challenger Center, demonstrating his commitment to making a positive impact in his community. Eric is also an active volunteer with the Rockland County Sheriff's Department and has completed two FEMA crisis management training courses, further showcasing his dedication to serving others. He resides in Greenwood Lake, NY, with his wife, Elizabeth, and their two sons, Justin and Jonathan.
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* 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.