Eric Collier is a dually registered wealth management professional holding FINRA Series 7, 65, and 63 registrations. Serving as a Registered Client Associate with Everest Wealth Management, Eric combines foundational financial acumen from his previous role as an Audit Associate in KPMG's Big 4 Financial Services Practice with an analytical, relationship-driven approach to client care. In his current role, he works closely with the lead advisor to manage high-net-worth client relationships, drive wealth planning workflows using MoneyGuidePro, and evaluate portfolio performance across platforms like eWealth Manager and My Advice Architect. Eric specializes in translating complex market data into structured client-facing materials and analytical insights that aid the lead advisor in strategic decision-making. He holds a B.S. in Accounting (Magna Cum Laude) from Rowan University, where he was a member of Beta Alpha Psi.