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Our financial advice team


Eric A Dupre, Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Eric A Dupre

APMA®

Financial Advisor

President of
Dupre Financial Group
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 9 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Insurance
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Interests

  • Family
  • Community Involvement
  • Sports & Fitness
  • Golf
  • Live Music
  • Travel

Awards & recognition

  • Five Star Wealth Manager, 2016 -2019

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • AIF® Accredited Investment Fiduciary

Education

  • B.S. - General Management, Boston College, '91

Previous experience

  • Vice President, Investments, Raymond James & Associates, Inc., 2005 - 2020
  • Financial Advisor, J.C. Bradford & Co./UBS,, 1998-2005
  • Investment Executive, Rauscher Pierce Refsnes, Inc., 1994-1998

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Vice Chair, San Antonio Symphony Board

Board Member, WINGS

Board Member , Las Casas Foundation

Member, Founders Council, Texas Biomedical Research Foundation

Member, Los CompadresChairman, American Cancer Society, Fight Cancer on the Links