CW Advisors
Eric Zeltner, CFP, is a seasoned wealth management professional currently serving as a Wealth Management Advisor at Congress Wealth Management, LLC since September 2023. Prior experience includes a role in Portfolio Management at MainLine Investment Partners from August 2020 to October 2023, where a custom approach to investment advice based on client individuality was emphasized. Eric also worked as a Financial Advisor at Merrill Lynch from November 2014 to April 2018. Eric Zeltner holds a Bachelor's degree in Accounting and Finance from the University of Tampa, earned in May 2012, and completed further education at Learning @ Morning Brew in 2022.