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Our financial advice team


Eric Fitzwilliams, Financial Advisor serving the Grand Rapids, MI area - Ameriprise Advisors

Eric Fitzwilliams

APMA

Financial Advisor

OsborneKlein
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 and 66 Securities Licenses
  • Licensed in Life, Accident, and Health Insurance

Education

  • Western Michigan University - Haworth College of Business: Bachelor of Business Administration - BBA with a Major in Finance

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021, 2023
  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation, 2021-2024

Professional associations

  • GRYP - Grand Rapids Young Professionals
  • Western Michigan University Alumni Association

Previous experience

  • Finacial Planning Specialist, 2023 - 2024
  • Paraplanner, 2024

Community participation

Beer City Dog Biscuits Volunteer

Interests

  • I enjoy spending time with family and friends
  • Football fan - Michigan Wolverines and Detroit Lions
  • Working out
  • Golfing
  • Mountain biking