Eric Berner CDFA
I have been witness to many things in my personal life that led me into, and keeps me in, this business. I watched my mother, a strong and educated woman, become a widow very suddenly. My father's role in the household was to manage all of the financial matters, pay bills and invest for the future. In the blink of an eye, my mother was responsible for all of that.
It became my mission to assist her in contacting each insurance company, investment broker and bank to make sure that she received all of the benefits that my dad had in place for her. So it is with the heart of a son, and the experience that I have gained over many years, to assist people who are in need of some guidance. Emotions can get in the way of making sound financial decisions. I work with my clients to help in the decisions that affect their retirement income, family legacy, financial longevity and charitable giving.
If you are open to advice and have a realistic expectation of returns, or just have a few questions relating to your own financial wellness, I welcome you to contact me without cost or obligation.*
Would you like to have a sound voice, about your financial future, on your side?
*The free consultation provides an overview of investment and financial planning services offered through LPL Financial . You are not obligated to purchase any products or services as a result of receiving the free consultation.
Prior to working with Waddell & Reed, I managed operations in the transportation and distribution industries. In these roles, I managed large employee populations and spent hundreds of hours with individuals facing wage garnishments, levies, income tax arrearages, and foreclosures. My experiences helping employees work through these issues, as well as a variety of personal tragedies, gave me an appreciation and understanding of the impact financial wellness has on individuals and their families during times of stress and suffering.
Along with my wife Mitzie, I have two children, Ryan with his wife Zoe in Vancouver, Canada and Alison with her husband "Isball", in Knoxville along with my grandchildren, Hayden, Holden and Hadleigh.
My other passions are acting and announcing. If you're a fan of the Nashville Sounds, you might recognize me (or my voice) as the team's stadium announcer for 15 years (2005-2020). In addition to this role, I have also enjoyed appearances in several commercials, training videos, and independent films.
I have been a volunteer financial education instructor for high school students.
White House, TN Chamber of Commerce Board of Directors
Member - Hendersonville Chamber of Commerce
Member - Senior Services Network in Middle Tennessee
Member - Geriatric Council of Sumner County
Member - National Association of Productivity and Organizing Professionals (NAPO)