Eric Van Ness, CFP®
Prior to Waddell & Reed, Eric served in the United States Army, earning the prestigious Meritorious Service Medal in 2003 for his work as a Civil Affairs Economic Development Team Sergeant in Kosovo. He believes his military training has paved the way for his professional experience as his most significant skills are his laser focus on the long-term results, his ongoing diligence to pursue these results, and the value he places on the client relationships forged through this continuing process.
The majority of Eric’s time is engaged in client meetings, case development for retirement income planning, and investment planning issues, where his focus is on the long-term results and the necessary requirements to pursue these results. Keeping abreast of the changes in the industry, he is able to adjust and help his clients to stay on track.
In his free time, Eric enjoys traveling, reading, theatre, oil painting, home brewing beer, and scuba diving with his wife Dana. He is also an avid Chicago Bears, Bulls, Blackhawks, and Cubs Fan. Currently, he is training to compete in a Spartan Race and is working on obtaining his MBA at the University of Illinois.
Waddell & Reed is not affiliated with any other entities referenced herein. 03/19