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Eric Schmidt
Wealth Manager

Eric is a Wealth Manager with SagePoint Financial, a FINRA/SIPC member. Prior to joining the firm in 2013, he was a financial advisor with Edward Jones since 2009. Eric excels in researching investments to find those which are best suited to meet the individual needs of his vast and diversified client base. He specializes in wealth management.

Eric began his investing at age 10 with the help of his grandmother, a former stockbroker in the 1960s and 70s. The family tradition of working in the financial service industry continues with his mother, sister, and himself. 
Currently, Eric holds the Series 7 and 66 registrations and separately, Life Insurance, Health Insurance, Fixed Annuities, Variable Life, and Variable Annuities licenses.

He prefers working with a boutique firm like SagePoint, since management provides him more independence and flexibility in setting up the portfolios of his clients. This allows him to easily adapt to each client’s individual needs and risk profile. 

Eric lives in Chesterfield with his wife Nicole and their two children, Clayton and Addison. He likes to follow Mizzou Football, hiking, biking, tennis, scuba diving, and traveling with his family.


Securities, Investment Advisory and Insurance services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.


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