Eric Markowitz

Eric Markowitz

Senior Financial Professional

Phone: (215) 640-3834
Fax: (215) 569-2680

With two decades of experience, Eric focuses on the design and implementation of strategic investment portfolios in coordination with efficient insurance protection.  He also works with small and mid-size businesses in the design and implementation of corporate retirement plans, employee benefits, life insurance and investment planning.  He values the long-term relationships that he has developed with his clients.

Eric is a member of the Million Dollar Round Table, and is a Special Needs Financial Planner with the MetLife Center for Special Needs Planning.  Eric assists families in planning for the financial future of their children or other dependents with special needs. This requires in depth knowledge of the federal laws as they pertain to   government benefit eligibility, legal trusts and guardianship, as well as   financial considerations for providing quality lifetime care.

Eric received his B.S. in Economics from the University of Pittsburgh in Pittsburgh, Pennsylvania. Eric has been appointed, and is currently serving as Vice President for the Lower Providence Finance Committee.

Mr. Markowitz resides in Collegeville, PA with his wife, Christie, and their two children.


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