What I Do

Erik Averill is one of the young bright minds in the Wealth Management Industry today. Erik is a wealth manager for The AWM Group a division of Penniall & Associates, serving as a personal “Chief Financial Officer” to professional athletes, business owners, and executives.

Erik works with a client’s entire legal, tax, and financial team to coordinate an integrated financial game plan , giving his clients complete control of their financial situation and helping ensure nothing has slipped through the cracks.

In line with his passion to become one of the industry’s most respected and trusted experts, Erik is currently on track to receive the highly esteemed Certified Financial Planning Designation (CFP®) in November 2011. To learn more about the importance of the CFP designation, download the brochure “Why You Should Choose a Certified Financial Planner.”

WHY I BECAME A WEALTH MANAGER

In 2008, after a four-year professional baseball career Erik traded in his uniform for a suit to pursue his passion of educating and assisting professional athletes and affluent families in managing their wealth.

Erik began his financial services career as a Financial Advisor with Morgan Stanley Smith Barney.

Seeing an opportunity to move beyond being a Financial Advisor and become a wealth manager, Erik joined The AWM Group a division of Penniall & Associates in 2010.

To learn more about The AWM Group and how Erik can help you reach your goals please visit www.TheAWMGroup.com.