Our Team

Eaton Financial and founder Eric D. Eaton, have been serving clients since 1997. Eric and his team are committed to helping people pursue their financial goals.

We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions in an effort to help reach them by our providing sound financial information.

Please call us if you have any questions about our company or the range of financial products and services we provide.

Eric D. Eaton

Financial Planner / Private Wealth Manager

Phone: 813-343-3860

E-mail: Eric@EatonFinancialServices.com

A dedicated retirement and fixed income specialist since 1997, Eric Eaton has accumulated a wide range of experience in personal and business financial strategies with a focus on wealth management and retirement planning. As Eric's career flourished, he recognized the need to take his practice to the next level by registering with the largest independent broker/dealer in the nation. LPL Financial*. Utilizing their fully integrated platform of products and services allows Eric to offer advice specific to individual goals. In January of 2017 he established PSI Advisors, LLC an independent Registered Investment Advisor who currently services over $490 million in brokerage and advisory assets. **

A lifelong St. Louis Cardinals fan and former baseball player himself. Eric earned his Bachelor of Science degree from Eckerd College in St. Petersburg. FL When Eric is not serving his clients he can typically be found either spending time with his family: his wife Nichole and their six children or outdoors hunting and maintaining their family farm in Tarpon Springs also knows as "the Zarm.”

He is currently FINRA Series 7, 63 and 52 securities registered with LPL Financial and holds the Series 65 registration with PSI Advisors.

*As reported in Financial Planning Magazine. June 1996-2019, based on total revenue.
**As of September 2019.

Joshua Zimmerman

Private Wealth Manager/Financial Planner

Phone: 813-343-3860

Mobile: 941-628-6767

Fax: 813-444-0336

E-mail: Joshua@EatonFinancialServices.com

Joshua Zimmerman focuses on financial planning and corporate benefits for the firm. He works closely with our clients to build plans that both manage their long-term financial goals while also seeking to protect them from the eventual curveball’s life can throw. In addition to personal planning, Joshua also brings a vast knowledge and history of working closely with business owners on their personal retirement strategies, employee retirement programs, and employee benefit programs.

A lifelong Florida Gators fan, Joshua is a walking conundrum having studied finance at The University of South Florida and moving on earn his master’s degree at The Florida State University. Joshua resides with his spouse Michelle, daughter Ella Whitley, and their Goldendoodle’s Ollie and Cricket in Riverview, Florida. When Josh isn't working on enhancing his client's retirement plans Josh enjoys spending time with Ollie and Cricket, traveling with Michelle and Ella, watching endless amounts of movies, and fishing.

Something that might never come up in conversation unless you ask him would be that Josh grew up riding rodeo events, raising pigs and steers for the local fair, and has an immense passion for snowboarding.

Joshua is currently FINRA Series 6, 7 and 63 securities licensed with LPL Financial and holds the Series 65 registration with PSI Advisors.

Allyson Miller

Operations Manager

Phone: 813-343-3860

Fax: 813-444-0336

E-mail: Allyson@EatonFinancialServices.com

Ally joined the Eaton Financial team in January of 2011. Her primary goals are to ensure all clients and accounts are properly serviced in a timely manner and to assist the team in various tasks to continue the overall growth of the business. Prior to this, Ally worked five years as an office manager for an insurance agency in Largo. Ally graduated from the University of South Florida in 2010. She is a licensed General Lines Insurance Agent and is FINRA Series 7 securities registered with LPL Financial as well as a Notary Public for the State of Florida. She resides in Oldsmar with her husband Dustin, son Dane and daughter Adalynn. In her spare time Ally enjoys going to the beach and spending time with her family.

Justine Kaye

Administrative Assistant

Phone: 813-343-3860

Fax: 813-444-0336

E-mail: Justine@EatonFinancialServices.com

Justine Kaye joined our Eaton Financial family after spending more than 10 years in various administrative roles with Morgan Stanley and JW Cole. Her experience working as an assistant in a departmental as well as an individual capacity has taught her to be flexible, focused, and diplomatic. She brings vast knowledge and insight gained through her previous professional experiences to our team. Justine is also a Notary Public for State of Florida. When Justine is not at the office enhancing our client’s experience, she’s a wife to her husband Russell, Mother to 3 children - Austin, Leah, & Charley, as well as 2 dogs and 2 ferrets. In her spare time, she enjoys doing anything as long as the time is spent with family and friends.

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Our Team

Eric D. Eaton

Financial Planner / Private Wealth Manager

Joshua Zimmerman

Private Wealth Manager/Financial Planner

Allyson Miller

Operations Manager

Justine Kaye

Administrative Assistant

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