Eric. Carlson
Eric P. CarlsonCFP®, ChFC®, CPCU® Partner, Signature Wealth Partners Financial Planner, RJFS

Eric is dedicated to providing financial advice that enables clients to be more confident in making prudent decisions for themselves, their families and their businesses.

He works with business owners and professionals, applying his more than 30 years of experience in the financial services industry and extensive experience and training in risk management, investment planning and wealth accumulation.

Clients can count on Eric to always do what he says he will do. It is this integrity that helps him instill trust and loyalty in the long-term client relationships he builds. As a Certified Financial Planner practitioner, Eric adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Eric also holds the professional designation of Chartered Financial Consultant®, designed to help him to further serve the needs of his clients. He holds Series 6, 7, 63 and 66 securities licenses and a life, health and variable annuity license.

Eric was a founding partner of Signature Wealth Advisors in 2016, transitioning with the team to Raymond James in November 2021. He graduated with honors from the University of Florida, where he majored in insurance and risk management and earned a Bachelor of Science in business administration.

Eric is a board member and former president of the Central Florida chapter of the Association for Corporate Growth. He is also an active member and political action committee board member of Associated Builders and Contractors of Central Florida, and a board member of the nonprofit Team Ten 4 Kids.

Eric is originally from Savannah, Georgia. Today, he lives in Maitland, Florida, with his wife, Sarah, who is a managing director for Blessings in a Backpack, a nonprofit dedicated to feeding hungry children. Eric is an active member of St. Margaret Mary Catholic Church in Winter Park, and an avid golfer and college football fan.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.