Eric Caswell, an experienced financial advisor with over two decades of industry experience, has dedicated his career to helping individuals and families navigate the complexities of financial planning.
Education and Career
Eric earned his Bachelor of Business Administration (BBA) from Texas Tech University in 1999, where he also played for the Texas Tech Football team. After college, he returned to his hometown of Brownfield, Texas and worked for his family’s farming and ranching business. This hands-on experience allowed him to gain a unique understanding of the correlation between prudent financial planning and the realization of long-term goals.
Eric joined Edward Jones in 2001, working there for 22 years before joining Kingsview Partners in 2023. “Life is a constant evolution, and so is the financial industry.”, says Eric. “Making the move to Kingsview’s independent platform allows me to act as a true fiduciary, which aligns with my personal philosophy that the client’s best interest always comes first.”
Client-Centric Financial Guidance
Throughout his tenure, Eric has provided uncompromising support and guidance to his clients, forging lasting relationships based on trust and integrity. His dedication to helping clients realize their financial goals, whether it be education planning, estate considerations, or retirement strategies, has been instrumental in their success.
National Client Base
Eric has had the privilege of serving clients nationwide, giving him insight into tailoring financial strategies to meet diverse needs. He firmly believes that understanding each client’s aspirations and challenges is key to providing effective financial guidance. “In my years of service, I’ve seen firsthand that the journey to financial security is a personal one, and I’m here to walk that path alongside my clients.”
On A Personal Note
Beyond his professional pursuits, Eric has given his time and expertise to several community, business, and civic boards. His interests include cooking, supporting Texas Tech University sports, and visiting his three adult children, who are each pursuing their own paths in Texas and Louisiana. Chase and his wife Jordyn live in Houston, where he’s attending college, Kelsey is in graduate school at Texas State University, and Natalie is studying for her undergraduate degree at Louisiana State University.