Eric M. Greenwell

Managing Partner

Phone: 513-904-4341
Fax: 513-832-2044
E-mail:
 

Eric graduated from the Williams College of Business at Xavier University with a degree in Finance, where he also played Division I baseball. He was a financial advisor at Wells Fargo Advisors since 2003. He holds the Series 7, 31 and 66 registrations and is also licensed for life insurance, health insurance and annuities. Eric is a six-time Five Star Wealth Manager recipient.

He is currently involved with St. Ursula High School Athletic Boosters, Cardinal Pacelli School, Christ the King Church and the University Club of Cincinnati. He enjoys gold, squash, coaching, reaching and spending time with his family. He and his wife, Katie, live in Mt. Lookout with their three children, Allie, Maureen and Kate.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. In 2017, 987 Cincinnati wealth managers were considered for the award; 288 (29 % of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

2016 – 908 Cincinnati wealth managers were considered for the award; 368 (41 % of candidates) were named Five Star Wealth Managers.
2015 – 1,667 Cincinnati wealth managers were considered for the award; 427 (26 % of candidates) were named Five Star Wealth Managers.
2014 – 2,082 Cincinnati wealth managers were considered for the award; 483 (24 % of candidates) were named Five Star Wealth Managers.
2013 – 1,367 Cincinnati wealth managers were considered for the award; 509 (38 % of candidates) were named Five Star Wealth Managers.
2012 – 1,265 Cincinnati wealth managers were considered for the award; 477 (38 % of candidates) were named Five Star Wealth Managers.

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