Certified Financial Planner, Greater Financial
Eric McCully is a solo Certified Financial Planner practitioner, investment advisor representative, and owner of Greater Financial located in Memphis. While he focuses on retirement planning and wealth management, he utilizes a comprehensive planning approach to provide professionals, business owners, and their families with the assistance they need in protecting, building and distributing their assets. In addition, Eric owns and manages a small investment real estate company in Europa, Mississippi and holds a BBA from Mississippi State in Information Systems and an MBA from Ole Miss in Real Estate Finance and Marketing Research.
- Areas of expertise: Retirement income planning, comprehensive financial plans, investment advice and wealth management, personal insurances, small business retirement and insurance plans, investment/rental real estate properties
- Fun fact: “When I’m not at Cowork, I can be found on the tennis court, tooling around my beloved Midtown, or at the zoo or Children’s Museum with my wife and little girl.”
Get in touch with Eric: firstname.lastname@example.org