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Eric Berkowitz


Excellent listening skills are one of the main attributes that make financial advisors successful. Eric gives clients his full attention as he listens and learns about their circumstances and wealth management goals.

He leads with openness and professionalism to help make clients feel comfortable while exploring their investments, tax planning and estate planning needs. Eric considers it a partnership and enjoys developing strategies and recommendations that are transparent and flexible. His goal is to empower clients so that they can make the best financial decisions at any given moment and enjoy their lives.

In his free time, Eric enjoys cycling, cooking, and spending time with his wife and two daughters.

Joined JMG





Bachelor of Science in mechanical engineering – Bradley University

“I’m genuine and honest to a fault. I know of no other way.”