Erskine is a veteran of the financial services industry investing family’s assets since 1999 and joined Merrill in 2012.  He focuses on goals-based wealth management giving families the opportunity to integrate their own values into their planning. This includes collaborative assistance to develop value-based goals for income, investments, insurance, education and wealth transfer. Erskine offers tailored client service, implementing the global resources of Merrill and providing access to banking products offered through Bank of America, N.A., while tracking goals and the ever changing circumstances of families.

BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
Erskine has nine years of analytical experience in commercial lending, investment banking and trust. He is a member of Kingdom Advisors, Louisville Society of Financial Analysts, St. Francis in the Fields Church, Louisville Downtown Rotary, the JB Speed Art Museum and the Crohn’s and Colitis Foundation. He is a graduate of Thunderbird School of Global Management, The George Washington University and the American University in Paris, France.  Erskine and wife Dr. Dawn Courtenay are parents to Will and Caroline, a Goldendoodle, and live in Louisville.