Pitchrate Expert | Eric Dunavant

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Eric Dunavant

Category of Expertise:

Accounting/Finance, Business & Finance, Family, Personal Finance, Religion/Spirituality

Company:

Dunavant Wealth Management

User Type:

Expert
For several years to date, Principal Eric Dunavant, has been dedicated to helping families connect their True Wealth with their Meaningful Purpose. He has more than 11 years' experience managing client portfolios and recently joined forces with LPL Financial in 2007. He graduated from Texas A&M University with a Bachelor of Science in Agribusiness and went on to earn the designation of CERTIFIED FINANCIAL PLANNER™ professional. Obtaining this designation requires advanced education, culminating in a 10-hour exam testing his knowledge of tax planning, employee benefit and retirement planning, estate planning, portfolio management and insurance. Maintaining the designation requires adherence to a strict code of ethics and vigorous program of continuing education.

Eric has been happily married to Angel since 1996. They are the proud parents of Clayton, Austen and Gracyn. He is highly involved in the community in which he lives and works and organizes several family-oriented events for his clients throughout the year. When not working, Eric enjoys spending time with his family, cycling, reading, listening to music and studying karate with his children.

Country:

United States

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