Our Team

Eric Bartlett

Wealth Advisor

Eric J. Bartlett began working as a Financial Advisor with Morgan Stanley in 2009 where he was part of a team that managed over one hundred million in assets.  His primary focus was portfolio management and client engagement.

In 2014 he began his own practice as a Registered Representative with LPL Financial and an Investment Advisor Representative with Level Four Advisory Services.  In 2021, Eric began working as an Investment Advisor Representative with HighPoint Advisor Group. Eric currently holds his Series 7 registration through LPL Financial and his Series 66 registration through Highpoint Planning Partners.

Eric graduated from Wake Forest University with a Bachelor of Arts Degree in Economics and a Minor in Spanish.  Eric currently lives in Volo, IL with his amazing wife Nicole and two beautiful girls, Brealynn and Brooklyn.  Eric enjoys sports, hiking and camping and playing board games.  In 2017 Eric published his first board game, Battleborn Legacy which is currently played all over the world.

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