About Eric Charles Loche
Eric Loche’s career in wealth management isn’t just about numbers—it’s personal.
In 1987, his family faced an unexpected financial crisis. After his father suffered an injury that left him unable to work, Black Monday wiped out a quarter of their savings. When Eric applied for financial aid, he was told they didn’t qualify—despite his family’s hardship.
Everything changed when his parents met a financial planner who helped them navigate the crisis. Eric was preparing to leave college, packing his belongings, when his family called with good news. Because of that advisor’s guidance, they stayed afloat—and Eric graduated.
That moment shaped his future. He saw firsthand how the right financial strategy can change lives, and it’s why he dedicates his career to helping others gain control, protect their wealth, and build a future they can count on.
A Career Built on Expertise and Integrity
Now, with over 30 years in the financial services industry, Eric leads The Peace River Team’s stock, bond, and mutual fund strategies through a discretionary investment platform built on Morgan Stanley’s award-winning research. His high-conviction approach ensures that every investment plays a meaningful role—avoiding the common inefficiencies that weaken many modern portfolios.
Eric holds both the Certified Portfolio Manager® (CPM®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations, reinforcing his expertise in investment management and holistic financial planning.
He began his career in 1994 with NationsBank, transitioned to wealth management at Merrill Lynch in 1997, and later joined Wells Fargo before arriving at Morgan Stanley in 2014. His dual degrees in Journalism and Psychology from California State University-Chico (1990) give him a unique ability to communicate complex financial strategies in simple, effective terms.
Committed to Clients. Dedicated to Community.
Beyond his work, Eric is deeply committed to his community in Port Charlotte, Florida, where he lives with his wife, Jennifer, an RN serving the local area. Over the years, he has dedicated himself to numerous leadership and philanthropic roles, including:
• Board Member, Florida SouthWestern State College Foundation
• Founding Partner & Former President, Crossroads Hope Academy
• Executive Board Member, Charlotte County Economic Development Partnership
• Former Advisory Committee Member, Charlotte County Blood Bank
• Past President, Charlotte County Jaycees
Eric’s mission is clear: help people take control of their financial future, just like that advisor did for his family decades ago.
NMLS#: 1274552