Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a financial advisor, my #1 goal is to be there for you. With a customized and flexible process in place, I aim to tailor our strategies to what is important to you, and help you meet your personal goals. My commitment to clients is to be: diligent, aware, informed, keep in touch, and always have a plan.
Erica joined Merrill Lynch Wealth Management via Merrill Edge in 2017 and holds Series 7 & 66 FINRA registrations. She is a summa cum laude graduate with a degree in finance from Regis University. On a personal level, she is part of a 3rd and 4th generation agricultural family in northern California, and also has a deep background in several styles of classical dance.
Erica lives by the deep-seated Merrill tradition of participating in the communities we serve. She is a member of her local P.EO., Rotary, California Women for Agriculture, and Farm Bureau chapters, as well as a member of The Women's Fund and connected to our Military Support & Assistance Group and Leadership, Education, Advocacy, and Development for Women employee networks.
If there is a cause that is important to you, reach out - I'd love to hear about your commitment to service to: others, animals, or the planet.
University of California, Santa Barbara
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.