Eric P Scruggs, CFP®

Senior Advisor

Eric is a Senior Advisor in the Private Wealth Practice where he focuses on high-net-worth individuals, families and family offices. His areas of expertise include customized portfolio design and implementation, comprehensive financial planning, and personalized financial education. Prior to joining Shepherd Kaplan, Eric was a partner, and the Chief Investment Officer at Acorn Financial Services. He was responsible for comprehensive financial planning, building retirement projections, and due diligence and monitoring of investment strategies. Eric graduated from the Kenan-Flagler School of Business at the University of North Carolina – Chapel Hill with his M.B.A. and holds a bachelor degree from The College of William and Mary with majors in economics and government. He is a Certified Financial Planner (CFP®) Professional.