About

Eric’s 30-year investment career has been dedicated to serving the varied needs of individuals and families whose wealth has the potential to change the essential nature of their descendants’ lives. His journey began at Merrill Lynch in 1993 as an intern who then rose through the ranks to become an inaugural member of the Managed Solutions Advisory Board. From there, he joined Morgan Stanley Wealth Management where he became a Family Wealth Director for the firm. After seven years in that role, Eric decided to leave “Wall Street” and start a boutique firm whose sole interest was serving client families. He called this new venture Foundational Wealth Advisory. Wealth Enhancement Group acquired Foundational Wealth Advisory in 2023.

Eric and his wife, Cindy, are proud parents of four sons, the older three being identical triplets. They belong to Ingleside Baptist Church where they serve in various ministries of the church. Eric has served on the advisory boards of the Community Foundation of Central Georgia and the Children’s Hospital of Central Georgia and as a member of the Macon Estate Planning Council. He has also served as the Chairman of the Board of Visitors of the Stetson School of Business and Economics at Mercer University and as a member of Mercer's Athletic Foundation Board. Recently, Eric became an adjunct professor at Mercer University where he teaches an MBA level course on investments.

Education

  • BBA - Finance, Economics and Accounting - Mercer University

Resources from Eric S. Wilson

Topic
PDF
The purpose of this workbook is to recognize that in every marriage there tends to be a financially oriented spouse and a nonfinancially oriented spouse. In fact, there are many couples where “our” money, “his” money, and “her” money still exists.
6/21/2024

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