Broker Check
Erik O'Leary

Erik O'Leary

Wealth Management Advisor

Erik O’Leary is 4th generation ILA Union member Local 805 along with his father, Frank O’Leary, in which he has been a member for 56 years. Erik has 17 years of experience in the Financial Service industry. He has worked for many well named companies including New England Financial, Putnam and New York Life. Erik is an Investment Executive at Wealth Management Resource Group. He began his professional career right out of college with Mellon Trust and then while at New York Life he was a top 10% advisor. Erik has also trained and worked with dozens of insurance agents, helping them grow and develop their practice. 

Erik graduated from UMass at Lowell with a BA in Environmental Science with a minor in Chemistry. Erik holds his Life Insurance License, and Series 7 different states which includes, MA, NH, RI, ME, NC and GA. 

Erik proudly supports the community with volunteer work in the Boston area which includes Rosie’s Place and The Boys and Girls Club of both Boston and Wakefield. 

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.