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Profile
Claudia Erickson is a Vice President and Financial Advisor with Merrill in Reno, Nevada. Claudia works closely with an accomplished clientele, helping them organize and deploy their wealth to better align with their priorities and long-term goals. She draws on extensive experience advising clients from varied paths, supporting them in planning for a more secure financial future.
Driven to exceed expectations, Claudia is proactive in bringing clients the ideas and opportunities that can make their financial lives easier, simpler, and more satisfying. She serves clients in multiple states, providing them with the focused attention and heartfelt service ethic that demonstrate how much she values them as people—not simply as business associates. Collaborative by nature, Claudia is an attentive listener who is genuine in her desire to make a meaningful difference in people’s lives. Clients look to her for assistance with a wide range of financial needs, from portfolio design, long-term planning and retirement strategies to higher education savings, wealth transfer, and access to banking and lending services through Bank of America.
Committed to her craft, Claudia is skilled in tackling complex issues, such as creating an efficient income stream in retirement or developing a tax-sensitive approach to investing. She is gratified to help clients explore potential solutions they had not previously considered, expanding their opportunity set. Client referrals are her primary source of new relationships. She welcomes people from varied life stages, including couples, widows and widowers, and women who want to deepen their financial knowledge.
Claudia began her financial services career in the mortgage industry and has worked in wealth management since 2002. She spent 16 years with Morgan Stanley, where she served as a Financial Advisor, Manager, and Trainer within the wealth management and credit card divisions. In 2019, Claudia moved to Fidelity Investments, where she was a Vice President and Financial Consultant catering to the wealth-management needs of individuals, couples, and families. She has served as a Financial Advisor with Merrill since 2022. Claudia earned her B.S. in the Science of Business Management from the University of Phoenix and is fluent in Spanish.
Claudia and her husband, Justin, have three children. Dedicated to giving back, Claudia is a regular volunteer with her children’s school and her community. She is the recipient of the Essayon Award from the Utah National Guard—the highest non-military volunteer award for outstanding service to the army. In her free time, she loves to be with her family, watch football, dote on her Samoyed dogs, swim, and scuba dive.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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LANGUAGES
English & Spanish
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EDUCATION
University of Phoenix
University of Utah
Create a plan that is all about you.
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Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Araceli Phelps
Wealth Management Banking Specialist
Merrill
Staying on Track
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For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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