Our financial advice team

Eric Moreira, Financial Advisor serving the North Haven, CT area - Ameriprise Advisors

Eric Moreira

Financial Advisor

Root, Borajkiewicz, Lucarelli Wealth Advisors
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 10 reviews
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EMAIL
PHONE
Ext. 338
BUSINESS MOBILE
860.532.1942
Schedule a meeting
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Retirement Income Strategies

Education

  • University of Hartford- Bachelor of Arts, Communication; Media, Advertising. 2004-2008

Awards & recognition

  • Root, Borajkiewicz, Lucarelli Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2025

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

Interests

Connecting with my clients over shared interests enriches our relationships and deepens my understanding of their financial aspirations. Which of the following interests do we share?

  • Spending quality time with family: I cherish the time with my wife Kristen, our three boys and dog.
  • Cooking: Traditional Portuguese dishes are my favorites to practice.
  • Participating in charity work and events: It is important to give back to the communities that support us.
  • Golf: I love the challenge and camaraderie of the game.
  • Music: Enjoying a variety of music types.

My photos

3 albums
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Eric Moreira may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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