As one of the Partners at FDR Group, Inc., Eric Mathes plays a key role in assisting clients with the design and implementation of life, disability, and long-term care insurance plans, as well as developing strategies for wealth accumulation, preservation, and distribution.
Before joining FDR, Eric served as the controller of a subsidiary of HEICO Corporation and worked as a public accountant at Mallah Furman & Company. His strong analytical skills and extensive background in accounting have provided a solid foundation for his work as a financial advisor.
Eric is a Certified Public Accountant and holds both a Master of Business Administration and a Master of Accounting from Nova Southeastern University. He earned his Bachelor of Science in Accounting from Florida Atlantic University.
In his free time, Eric enjoys spending quality time with his daughter, playing golf, and fishing.
Additional Credentials
- 2-15 Life Health and Variable Annuities License
- Series 7 General Securities Representative (GS) License held with LPL Financial
- Series 24 General Securities Principal (GP) License held with LPL Financial
- Series 51 Municipal Fund Securities Limited Principal (FP) License held with LPL Financial
- Series 66 NASAA-Uniform Combined State Law (AG and RA) License held with LPL Financial