Erik O'Leary is a Wealth Manager at WMRG. Erik has been in the Financial Service industry since 1995. He has worked for many well named companies including BNY Mellon, New England Financial, Putnam and New York Life. Erik works with some well-known unions in the Boston area which include ILA, IBEW Local 223, PCA/Local 12, Local 385 and New Balance where he provides financial advisory services to the union members and employees. Since 2013 Erik has been a member NAIFA. Most recently, Erik achieved 4 different increasing levels of Council based on production and retention.
Erik graduated from UMass at Lowell with a BA in Environmental Science with a minor in Chemistry. Erik holds his Life Insurance License, and Series 7 different states which includes MA, NH, RI, ME, NC and GA. Erik is currently working on his RICP and CPWA professional designations.
Erik proudly supports the community with volunteer work in the Boston area which includes Rosie’s Place and The Boys and Girls Club of both Boston and Wakefield.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America®