Eric Hutchby
Senior Director, Wealth Management
Eric focuses on serving clients through holistic financial planning and proactive personal service.
Eric is committed to delivering comprehensive financial planning and wealth management strategies tailored to each client's needs. With a proactive and personalized approach, he helps individuals, families, and business owners navigate complex financial decisions with confidence.
With over 30 years experience, Eric works closely with clients to develop strategic, tax-efficient solutions that align with their long-term goals, collaborating with CPAs, attorneys, and other advisors to ensure an integrated approach.
Before joining Choreo, Eric served as Managing Partner at GreerWalker Wealth and was the founder of Traverse Wealth. His career began at one of the nation's largest insurance companies followed by a role at a boutique advisory firm - both of which shaped his passion for delivering a more transparent, client-focused wealth management experience.
A committed member of his community, Eric serves on the Mooresville School District Foundation Board, a nonprofit supporting the financial needs of Mooresville Grade school teachers and students. He is also a board member of the Lowe's YMCA, a member of the YMCA Charlotte Association's Foundation Board, and an active participant in the Mooresville Lake Norman Rotary Club.
Eric and his wife live in Moorseville with their four children. In his free time, he enjoys saltwater fishing, collecting wine, and listening to the Mooresville High School marching band.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- CEPA® & CRPC®
- Mooresville School District Foundation Board
- YMCA Charlotte Association’s Foundation Board
- Mooresville/Lake Norman Rotary Club
EDUCATION
- B.S., Business Administration, Appalachian State University
- College of Financial Planning
