About Stavis Margolis Financial Services Financial Data Center On-line Account Access

Eric Sandrock, CFP® - Advisor

Eric joined Stavis, Margolis Advisory Services in 2002 after spending 3 years with Olde’s high net worth – Private Brokerage Group. Before becoming a Client Advisor, Eric worked as the firm’s Financial Planning Analyst and as a Client Manager.

Eric works directly with high profile clients to successfully assist them in structuring a personalized financial roadmap. He brings to the firm a wealth of knowledge in Financial, Retirement and Estate Planning. His expertise in investment and insurance products allows him to advise clients in the most efficient manner. Eric has been an integral part of our Investment Committee since joining the firm in 2002.

Eric is a Certified Financial Planner™ professional and has been practicing in Houston, TX for the last seven years. He is a graduate of Texas A&M University in College Station, TX where he was a member of the Texas A&M Football Team. Eric studied both Microbiology and Chemical Engineering. He currently holds FINRA Series 7, 52, 63, 65 licenses and is a NFLPA Registered Financial Advisor.
 
CFP® certified Financial Services Advisor
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