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portrait of Eric Helsel
FINANCIAL ADVISOR

Eric Helsel

CRPC™
2900 W Park Row Drive, Ste B, Arlington, TX 76013opens in a new window
CallSend Me a Message

About Eric

I draw on over a decade of experience helping individual clients and their families, widows, business owners and other professionals simplify their complex financial lives. Before joining Edward Jones, I began my career in 2007 with Bank of America as a mortgage loan officer. Then, in 2011, I joined Merrill Lynch as a financial solutions advisor providing banking and investment strategies.

At the heart of my philosophy is a passion to build enduring relationships and, through my commitment, provide outstanding service. I believe that building wealth is about more than investing; it's about helping clients pursue their most cherished goals, such...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Hispanic Family Finances
  • Charitable Giving

Work History

  • Edward JonesNovember 2021 to Current
  • Bank of America, N.A.July 2007 to November 2021

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • North Lake CollegeCertificate
  • University of Texas-ArlingtonBachelors

Personal Interests

  • Traveling
  • Volunteering
  • Golfing
  • Scuba Diving
  • Snowboarding

Team Members

  • Vanessa McClure
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(817) 275-4411

Fax

(888) 410-9747

Office Address

2900 W Park Row Drive
Ste B
Arlington, TX 76013opens in a new window

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