Eric Pierce, ChFC®
Education & Certificates
B.S., Brigham Young University
Chartered Financial Consultant®
Professional Background
I began my financial career in 2005 as a broker at Edward Jones, where I helped individual investors build and manage personalized investment portfolios. In 2006, I joined Morgan Stanley as a wealth advisor, focusing on comprehensive financial planning and client relationship management for high-net-worth individuals. After a two-year church mission (2007–2009), I returned to Morgan Stanley to continue advising clients on wealth management strategies. In 2010, I was recruited by Goldman Sachs, where I managed hedge fund client relationships and supported prime brokerage trading operations. In 2017, I joined Rovin Capital and in 2020, became Partner, COO, CCO, and Wealth Advisor where I oversaw firm-wide operations, enhanced the overall client experience, and led the financial planning and investment advisory process. I joined CW Advisors in 2026 as Managing Director following Rovin's acquisition by CWA.
Personal Interests
I am a native of Pleasant Grove, Utah, where I grew up surrounded by the mountains and spent much of my time hiking, skiing, biking, camping, and working on my father’s and uncles’ farms during spring and summer. I served a two-year church mission in Quetzaltenango, Guatemala. Community involvement is important to me, I was a volunteer as a mentor with Big Brothers Big Sisters and Junior Achievement, am the Treasurer of Paradise Village, and am an Eagle Scout.