Broker Check
Eric  Lorenz

Eric Lorenz has over 20 years of experience as a Financial Advisor with a focus on helping clients prepare for the future through Retirement Planning, College Funding, Wealth Management and Estate Planning. His philosophy of having a long term perspective and disciplined approach has continued to help clients reach their financial goals and objectives.

Eric grew up in South Jersey and received his B.S. in Business Administration from Wake Forest University while earning All ACC Honors in Cross Country and Track. Eric currently resides in Medford, NJ with his wife Christine and their two children.

  • Holds FINRA Series 6, 7, 63 and 65. Life and Health
  • Licensed and/or registered and serving clients in AR, CA, DE, GA, MA, MN, NJ, NY, PA, TN, TX
  • Investment Advisor Representative


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.