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  2. Eric D. Eaton

Eric D. Eaton

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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.
 

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

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  •   13059 West Linebaugh Ave. Suite 102, Tampa, Florida
  •   813-343-3860
  •   info@EatonFinancialServices.com

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Securities offered through LPL Financial, Member FINRA & SIPC. 

Investment advice offered through PSI Advisors, LLC, a registered investment advisor. Eaton Financial and PSI Advisors, LLC are separate entities from LPL Financial. 

Securities transactions available only to residents of:  AZ, CA, CT, DC, FL, GA, ID, IL, KY, MI, MO, MS, NC, NH, NJ, NV, NY, OR, PA, SC, TX, VA, and WA. We are licensed to sell insurance products to residents of the following states: AZ, FL, IN, NC, TN, UT, and VA

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