Eric Grodan, an expert in wealth transfer and foundation planning, has joined the Los Angeles office of Abbot Downing as relationship manager.
In his new role, Grodan will work closely with a team of Abbot Downing staff in Los Angeles and the Western Region who provide planning and family dynamics services, asset management, private banking, trust, fiduciary and administrative services.
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Grodan joined Abbot Downing from Merrill Lynch, where he served as senior vice president of Trust and Estate. He worked at Merrill Lynch for seven years providing investment advice and wealth transfer strategies for some of the firm’s largest clients.
Prior to this, Eric worked as director of gift planning for the California Community Foundation. He is also founding partner of Grodan Law Group and served as council and director of gift planning at Survivors of the Shoah Visual History Foundation.
Rich Byrd, regional managing director for the Western Region, Abbot Downing, said: "Successful individuals and families are looking for wealth managers who can see a bigger picture perspective to help them use their wealth to positively impact their families and their communities."
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