Charleston Native Eric D. Bailey: One of the Nation’s Top Financial Planners

Charleston native Eric D. Bailey is doing quite well for himself since he embarked from Charleston on his way to  running a nation-leading financial company in Maryland.

A Rivers High School and Hampton University graduate, Bailey, CFP®, CMFC, is founder of Bailey Wealth Advisors. A Certified Financial Planner™ professional with 30 years of experience, Eric and his team specialize in sustainable wealth strategies for the generational security of affluent families, entrepreneurs and small institutions throughout the Baltimore–Washington metropolitan area.

Bailey Wealth Advisors (BWA) built their business on objective and comprehensive fee-based financial planning services. This entails business exit/succession, advanced estate and retirement planning and tax reduction strategies to enhance family and business financial sense of security. BWA clients include executives of public corporations and owners of closely held businesses with revenues exceeding $100 million.

Eric Bailey

Eric Bailey has been recognized for his leading technical and planning expertise and has been quoted in national publications including The Washington Post and Forbes Magazine. He is also a frequent speaker for local and national associations, including the National Hispanic CEO Roundtable, the National Association of Minority Automobile Dealers, and the National Medical Association.

Eric has been a CFP® professional since 1989 and awarded the Baltimore Business Journal’s “Top 25 Financial Planners” in 2014. He is the former regional director of financial planning for Lincoln Financial Advisors.

Eric is a current board member of The Community Foundation of Montgomery County, The Saturday School and Rising Sun. Eric also served as a member of the Montgomery College Planned Giving Committee, Howard University Department of Finance, International Business Advisory Board and member of the Montgomery County Compensation Committee for Elected Officials (Maryland).

Bailey is the son of Willie (deceased) and Juanita Bailey, members of Calvary AME Baptist Church in North Charleston on Groveland Avenue where Rev. Ryan Swinton is the pastor. He currently resides in Silver Springs, Maryland.

HIGHLIGHTS

  With three decades of elite experience, Eric has established BWA as one of the nation’s top-performing firms for client-focused, in-depth, customized financial plans that meet the needs of the client.

• BWA’s comprehensive approach to sustainable wealth strategies is the hallmark for customized financial analysis and planning.

• Locally grown and nationally recognized financial firm, committed to financial education for family legacy and community endowment.

BAILEY WEALTH ADVISORS : www.baileywealthadvisors.com

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