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Eric McIntyre, CFP®

Eric McIntyre, CFP®

Senior Planning Analyst

As a Senior Planning Analyst, Eric assists the Partners by preparing account reviews, retirement analyses, and proposed portfolios. Eric is also a member of the investment committee and collaborates with in-depth market research and fund selection. Before joining MWA, Eric worked as a financial advisor with a retirement planning firm in Towson, Maryland, helping clients maximize their income and live comfortably when their working years end.

Education and Certifications
Bachelor's degree in Business Administration from McDaniel College in Westminster, Maryland

Series 7 securities registered

Series 66 securities registered

CERTIFIED FINANCIAL PLANNER™ Professional*

Life and Health insurance licensed


*Eric McIntyre maintains his CFP certification and only provides financial planning management services to LFA financial planners and professionals.  He is not currently contracted to provide investment advisory or financial planning services directly to an LFA client.