Eric R. Schmidt

Eric R. Schmidt

Operations Manager

Eric serves as our Administrative Manager and handles many of the day to day activities of the firm. His focus includes the areas of new accounts, account maintenance, human resources, information technology, and firm compliance.

As a graduate of SUNY Brockport with a Bachelor’s degree in Finance and an Associate’s degree in Business Administration, he brought his combination of educational studies to Wealth Management Group, LLC in 2012. He is a licensed insurance agent and has the Series 7 and Series 66 financial industry licenses.

He’s always been a Rochester resident and enjoys exploring all that the city has to offer. 

Phone (585) 241-5900
Fax     (585) 244-5416