Erin has over 20 years experience working in the finance and banking industry. Prior to joining Merrill Lynch Wealth Management in 2014, she was an Executive Financial Planner at Goldman Sachs, providing wealth management guidance for high net worth families. Erin earned her B.A. from Union College and her M.B.A from Union Graduate College, both located in Schenectady, NY. Erin is committed to delivering excellent client service that is focused on results. She works with clients to identify their primary financial goals and needs to craft financial strategies designed to build, manage and preserve clients' wealth for current and future generations. With her strong background in tax and estate planning services, Erin has the knowledge and experience to work alongside clients’ accountants, attorneys and other advisors to help clients save time and make more informed financial decisions.
With access to the investment insights of Merrill and banking convenience of Bank of America, clients are provided with a breadth of strategies, premier customer service and financial tools to assist them in pursuing their financial goals. Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
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.
