Claudia Erickson

Claudia Erickson is a Vice President and Senior Financial Advisor with Merrill in Reno, Nevada. With more than two decades of experience in wealth management, she is passionate about helping clients organize and align their wealth with their deepest priorities and long-term goals. Claudia works closely with accomplished individuals, couples, and families—welcoming clients from all walks of life—with a special focus on empowering women to take ownership of their financial futures.

Known for her proactive approach, Claudia brings forward thoughtful ideas and opportunities that make her clients’ financial lives simpler, more intentional, and more rewarding. She listens attentively and collaborates openly, offering guidance that reflects both technical expertise and genuine care. Clients trust her to support them through life’s transitions—from retirement income strategies and higher-education planning, to wealth transfer, tax-sensitive investing, and access to the full suite of banking and lending services at Bank of America.

Claudia began her career in the mortgage industry and has been advising in wealth management since 2002, serving at Morgan Stanley and Fidelity Investments before joining Merrill in 2022. A graduate in Business Management from the University of Phoenix, she is fluent in Spanish and proud of her ability to connect across cultures and generations.

Rooted in a military family, Claudia is deeply committed to giving back. She has been recognized with the SIO Award from the Utah National Guard—the highest non-military volunteer award—for her outstanding service. Together with her husband Justin and their three sons, she enjoys scuba diving, football season, travel, and contributing to the Reno community through volunteer work and future small-business ventures.

Above all, Claudia’s mission is clear: to put her clients’ needs first, to walk beside them in both good times and difficult times, and to deliver not just financial guidance, but heartfelt service that demonstrates how much she values them as people.