After serving as an infantry officer in the US Army and running a small business, Eliot shifted gears to become a financial advisor over 30 years ago. Now, Eliot has “seen it all”. That experience benefits his clientele by providing wealth accumulation strategies that aim to address all sorts of market conditions and economies.
With a long and successful career helping clients navigate the possible pitfalls of retirement, Eliot is delighted to merge with Ocean City Financial Group and is looking forward to years of providing clients with enhanced services. Possible new services include detailed financial planning and protective insurance strategies.
Eliot believes that the overriding goal when managing clients’ assets is to grow the account with the objective of managing the challenges of inflation and taxes. i.e. preserve the purchasing power of clients’ money.
Eliot possesses multiple FINRA Securities Licenses: Series 7, 9, 10, 63 and 65 and is also insurance licensed.
In 2015, Eliot and his wife Gisela relocated to Milton Delaware where they reside with their three cats. He maintains an office in downtown Milton.
Eliot’s outside interests include tennis, crochet, chess and billiards.
