Erik Bjerke is a senior partner in Merrill’s Global Corporate & Institutional Advisory Services (GCIAS). With more than 175 financial services professionals, GCIAS is Merrill’s largest wealth management and corporate services team. Erik joined the firm more than 25 years ago and as of March 31st, 2024, oversees assets and liabilities of more than $100 billion for 100 public companies (including some of the world’s most recognizable brand names) and their executives, directors, employees, and retirees. He is committed to delivering high-touch, personalized service virtually 24-7 to meet the needs of individual and institutional clients based throughout the United States and other parts of the world.
As lead of the GCIAS High Net Worth group, Erik focuses on integrated, multi-variable strategies. He utilizes the sophisticated resources of Merrill and Bank of America for dynamic decision making in an environment of volatile and rapidly changing financial markets.
Erik is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® (CIMA®) designation. Erik earned a Bachelor’s degree from Cornell University. Erik fills his home with the love of his wife, Tori, and their four children: Jordan, Piper, Ashton, and Logan. Erik is actively involved in the community and has helped found two start up operating charities.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.