Eric Everitt
Certfied Financial Planner Professional
Eric Everitt, CFP® grew up and resides on the east end of Long Island in Bellport. He attended high school at the Stony Brook School and went onto College at University of Mary Washington in Fredericksburg, Virginia. He graduated with a Bachelor's Degree in Business Administration while playing College Lacrosse. In 2018, Eric completed his CFP® certification.
Eric focuses on individual financial planning with the firm. He is committed to figuring out the needs of clients and coming up with a sensible, executable plan that clients embrace. Additionally, he oversees our investment clients.
Locally, he is very involved with his yacht club and a local nonprofit, the Bellport Bay Sailing Foundation. Additionally he coaches Bellport Youth Lacrosse. In his free time, he enjoys sailing, boating and snow boarding with his wife Bayley, and 4 children, Wylin, Pryce, Henley and Parker.