Meet the team
Eric Carlon
Associate, Associate Wealth Advisor
About Eric
Eric believes effective financial planning is built on trust earned through understanding, consistency, and a genuine commitment to supporting clients in both their financial decisions and the life moments that shape them. In partnership with the Sequoia team, he embraces a holistic approach to advising that goes beyond numbers to understand the broader context of each client’s life and uncover needs they may not have realized existed.
Growing up in Northeast Ohio, Eric developed an appreciation for the value of community and meaningful relationships. Now, as part of Sequoia Financial Group, he is proud to serve the region that shaped him, providing thoughtful, personalized guidance that helps clients move forward with confidence.
Outside of work, Eric is an avid sports fan and remains a loyal supporter of the Cleveland Browns through every season. He prioritizes an active lifestyle, running regularly and playing soccer each week. He also enjoys spending time with his Mini Australian Shepherd, Finley.
Accreditation & Education
Bachelor of Science, finance, Miami University (Ohio)
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Eric Carlon,
Associate, Associate Wealth Advisor
Earnings Season off to a Strong Start