About
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Learn About Me
Eric A. Hopler, CFP, AAMS
First Vice President - Investment OfficerFocus
Eric provides comprehensive investment planning. If a working relationship is developed, he can work with you using his process to help achieve your goals.
Background and experience
For two decades Eric has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Eric has dedicated his career to delivering the personalized investment planning services his clients deserve.
Eric began his career as a Financial Advisor with Morgan Stanley in Rockaway, where he developed his fundamental investment knowledge. He joined AG Edwards, a predecessor firm of Wells Fargo Advisors, in 2005 to take a planning approach in providing personalized investment advice for individuals and families. In 2012, Eric earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.
Eric’s passion for learning doesn’t end there. While earning his bachelor’s degrees in finance & management at Montclair State University and graduating magna cum laude, he interned in the financial services industry. He’s constantly taking continuing education to advance his knowledge and stay current. After college, he settled in Randolph & then Wharton and year’s later still loves all the town has to offer.
Away from the office
Eric spends his free time with his wife, Leeann, a stay-at-home mom, their daughters Ava and Jayde and Elizabeth & their son, Eric Jr. They like to stay active; both have studied the martial arts for many years & enjoy teaching at his brother’s school in Randolph. They are active in many community organizations such as St. Mary’s Church in Denville. Eric especially enjoys running, photography and spending time with his family.
Eric provides comprehensive investment planning. If a working relationship is developed, he can work with you using his process to help achieve your goals.
Background and experience
For two decades Eric has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Eric has dedicated his career to delivering the personalized investment planning services his clients deserve.
Eric began his career as a Financial Advisor with Morgan Stanley in Rockaway, where he developed his fundamental investment knowledge. He joined AG Edwards, a predecessor firm of Wells Fargo Advisors, in 2005 to take a planning approach in providing personalized investment advice for individuals and families. In 2012, Eric earned the CFP® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.
Eric’s passion for learning doesn’t end there. While earning his bachelor’s degrees in finance & management at Montclair State University and graduating magna cum laude, he interned in the financial services industry. He’s constantly taking continuing education to advance his knowledge and stay current. After college, he settled in Randolph & then Wharton and year’s later still loves all the town has to offer.
Away from the office
Eric spends his free time with his wife, Leeann, a stay-at-home mom, their daughters Ava and Jayde and Elizabeth & their son, Eric Jr. They like to stay active; both have studied the martial arts for many years & enjoy teaching at his brother’s school in Randolph. They are active in many community organizations such as St. Mary’s Church in Denville. Eric especially enjoys running, photography and spending time with his family.
Eleonora Prisco
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.