Erica works with executives, professionals and business owners to develop goals-based financial plans and connect clients to resources and solutions that can help simplify their financial lives. She is particularly interested in the intersection of health and wealth, seeking to support clients’ objectives in both areas by serving as their advocate and guiding them toward confident financial decisions. Erica also collaborates with specialists at Bank of America to provide clients with multiple perspectives and strategies for addressing their objectives and challenges.
Before joining Merrill in 2021, Erica spent 14 years as a relationship manager at Citi and JP Morgan Chase focusing on the banking and lending needs of high-net-worth individuals and families, so she understands the value of taking a well-rounded view of both sides of their balance sheets. Erica holds the Certified Exit Planning Advisor® and Certified Plan Fiduciary Advisor® designations, which give her the ability to help business owners manage liquidity events and open 401(k) plans for their employees. She graduated from the University of Illinois at Urbana-Champaign with a degree in speech communication.
In her free time, Erica enjoys living in downtown Chicago with her husband, training with a weightlifting or CrossFit coach, attending concerts and performances, and planning her next trip.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
