ERICK BARONE
FINANCIAL ADVISER
With more than 11 years of experience in the insurance and financial services industry, Erick works closely with his clients to help them with their asset protection and accumulation needs.
Erick is a Million Dollar Round Table* (MDRT®) member. MDRT® is recognized globally as the standard of excellence in life insurance sales performance and the financial services industry. In addition, in 2022, he had the distinct honor of being listed in the FORBES Best in State Financial Security Professionals**.
Erick began his career in the insurance and financial services industry in 2008 in Long Island, New York. In 2010 he moved his practice to Cary to escape the cold winters and to be closer to his family. He is a second-generation insurance and financial services provider. As a Financial Advisor with Eagle Strategies LLC, he can provide access to investment management programs and fee-based financial planning. In addition, Erick offers a range of consultative and technical case design services to support his clients by presenting estate, business, charitable, insurance, and retirement strategies.
Erick helped Big Brothers Big Sisters© of the Triangle (BBBST) start their planned giving program working with donors to realize and execute their planned gifts. Erick also became a big brother to a little in Raleigh and worked with him for over a year. BBBST works with “bigs” and “littles” to ignite the potential within every child and advocates for them to explore the endless possibilities of what they can accomplish. Erick also worked with Comfort Zone Camp (CZC) in Raleigh, helping them plan their annual golf outing. CZC offers free grief resources, resilience training, and ongoing support to children who have suffered the loss of a parent, sibling, or primary caregiver.
Erick was born in Long Island, New York, attended high school in East Hampton, and went to college in New Haven, Connecticut. He enjoys spending time with his partner, Alicia, and their two cats and one dog. If Erick is not in the office or with his family, you may find him on the golf course or out for a run in the neighborhood.
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Court of the Table qualifying in year 2022
** Data provided by SHOOK®Research, LLC. Data as of 12/31/21. Source: Forbes.com (July, 2022). Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK's research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.