Ultra High Net Worth Clients with Chris Brodhead

#73 Transitioning From The Military To Finance w/ Eric Van Ness, Financial Advisor, Waddell & Reed


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Eric Van Ness (https://evanness.wradvisors.com/) is a financial advisor at Waddell & Reed. In Today's episode, he discusses his fascinating journey from military service to financial advising. Eric shares insights on balancing college and military training, embarking on a financial advisory career, and cultivating client relationships through strategic networking.


In this episode, Chris and Eric discuss:

1. Optimizing Your Solo Practice

2. Continuous Learning and Recommended Books

3. Maintaining a Work-Life Balance

4. Future Plans & Goals


LinkedIn: https://www.linkedin.com/in/eric-van-ness-mba-cfp%C2%AE-5b756241/

Website: https://evanness.wradvisors.com/


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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

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Ultra High Net Worth Clients with Chris BrodheadBy Chris Brodhead

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