Biography

Eric Sands provides personalized and practical financial advice to businesses and individuals.

Our clients benefit from the knowledge and experience of Eric Sands, as well as sophisticated computer software support. As a member of a growing national network, we have approximately 600 representatives or 354 branches of Investors Capital and we have access to specialized products and information.

Our mission is to create and maintain wealth for our clients throughout their entire financial life cycle with long-term effective asset management. We are passionate about building client relationships through personal, transparent, and unbiased planning. 

The problems facing the traditional Wall Street firms have made the open architecture of the independent and private investment management platform even more important today. We are fortunate to have the ability, and the flexibility to help pursue the best solutions and strategies for our clients.

Our typical business clients are closely-held and are active in wholesale, retail, banking, real estate, professional services, construction, manufacturing, health care and food service. We advise our business clients on successor (buy and sell) planning, pension, profit sharing, employee benefits, incentive plans and other services that Eric Sands Consulting performs.

Our individual client services include all elements of personal financial planning from budgeting to investment advice to estate planning. We work with our clients to determine their objectives, and then help devise sound strategies for achieving their objectives.

We work closely with the clients' accountants, attorneys and other advisors.

Eric Sands’s started with Investors Capital with the establishment of a branch office in 2001 after working for Morgan Stanley. We continue to serve many business and personal clients, as well as their later generations and successors. Investors Capital can successfully service individuals, businesses and institutions using Pershing as its clearing firm.

Experience matters. During my career I have experienced many market and world events that have taught me valuable lessons and sharpened my competency for successful investment management

  • 1982 Worst Recession in 40 years
  • 1984 Record Federal Deficits
  • 1987 October Black Monday
  • 1989 Savings & Loan crisis
  • 1990 Iraq Invades Kuwait
  • 1991 Recession
  • 1991 Operation Desert Storm
  • 2000 Technology Bubble Burst 
  • 2001 Terrorists Attacks on September 11th 
  • 2002 Corpoate Accounting Scandals: Enron & Worldcom 
  • 2003 Iraqi War
  • 2007 Sub-Prime Mortgage Crisis
     

Education:

  • MBA in Finance, Loyola University
  • BSBA in Finance, University of Florida
  • BBA in Accounting, Florida Atlantic University

Licenses: 

  • FINRA Series 7 and 66 
  • Life, Health and Variable Annuities 
  • Licensed to sell Insurance and Securities in the State of Florida