Eric Lovas

I deliver advice, knowledge, solutions, and service to enable you to live a financially confident life. I guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy. I partner with you to anticipate and solve financial problems to make your life easier and more secure. I help you optimize your financial situation by capitalizing on opportunities, dealing with uncertainties, managing risk and anticipating challenges. My areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies.

In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.

QUALIFICATIONS

• Over 25 years of experience in the finance industry
• Prior to joining Barnum, Eric was a financial advisor for MONY Securities Mutual of New York. He later moved on to becoming Vice President of Bank of America and Wells Fargo in their Norwalk locations.
• Holds his Series 7, Series 6, Series 65, Series 63, and Series 24 Securities Licenses
• Holds his Life, Accident and Health license

PROFILE

• Attended the University of New Haven
• A member of both the South and East Norwalk Boat Club
• Lives in Norwalk, CT with his wife Nancy and their two children, Jackson and Ryan
• In his free time, Eric enjoys hunting, fishing, and basketball

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck