Broker Check

1721 Nicholasville Road
Lexington, Kentucky 40503
859.268.1189
whitney.greer@ceterais.com
   
  

Eric Robertson

Eric Robertson

Financial Advisor

Eric Robertson is a Vice President at Cumberland Valley National Bank and a financial advisor with CVinvestments. He has been working in Investment Services for over 18 years.  Eric brings to the team financial planning expertise and a passion to help clients develop and implement a financial plan.

Eric received his Bachelor of Science in Finance from the University of Kentucky’s Gatton College of Business.  He truly believes the key to success is a holistic financial plan including saving for college, insurance, social security and retirement analysis.  Another area of Eric’s expertise is in Advisory Brokerage Service where he helps his clients evaluate stock, bond and mutual fund managers to find the best fit. 

An Owensboro Kentucky native, Eric and his wife Elizabeth, also a financial advisor, have chosen to call Lexington home. Eric and Elizabeth have two young sons.