Eric Chetwood
Partner Advisor
CFP®
Eric Chetwood, CFP®, is a partner-advisor in Allworth’s Durham, North Carolina, office. He is a graduate of the highly regarded Kenan-Flagler Business School at the University of North Carolina, and a CERTIFIED FINANCIAL PLANNER™ professional. “The best part of my job is getting to hear people’s stories and walking with them through different chapters of life,” Eric said. “As advisors, we get to care for people every way that money impacts them – financially, emotionally, relationally and even spiritually.” A passionate advocate for adoption, Eric and his wife, Allison, and their two boys, reside in Durham, North Carolina.
The best part of my job is getting to hear people’s stories and walking with them through different chapters of life. As advisors, we get to care for people in every way that money impacts them – financially, emotionally, relationally, and even spiritually.
Latest Insights
The role of digital assets in your estate plan: What high-net-worth investors need to know
Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.
Read more
How to align your investment strategy with your retirement goals
As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.
Read more
Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively
Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.
Read more
