Eric Caplinger

Helping mainly educators with retirement planning and general money management as well as educating them about the Florida Retirement System.

Working primarily within the Sarasota County School System, conducting educational events and staff appreciation events to generate leads for investment planning.

*Built Mid-Atlantic territory covering Banks and Independent advisors selling mutual funds, separately managed accounts and alternative investments

*Grew territory from $100 million/year in inflows to over $1 Billion/year

*Wholesaler of the Year - 2005

*President's Council - 2008

*#1 in annual sales for the Bank and Independent Channel - 2005,2008

*Jim Hawkes Award for Exceptional Leadership voted on by peers- 2007

*Responsible for Managing and Coaching an Office of Advisors and Support Staff

*Responsible for growing my book of business as a financial advisor

*Rookie Manager of the Year - 1998

*#2 in Company Sales - 1997,1998

*Responsible for Servicing and Selling Investment Products to Firm Clients

*#2 in Company Sales - 1992, 1993, 1994, 1995, 1996

*Responsible for Acquiring and Servicing Financial Advisory Clients

*Built Book of Mutual Fund and Fixed Income Clients