Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Erin has over 15 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.
Impact Investing uses positive screening methodology to evaluate potential investments that can generate both a financial return alongside a positive environmental and social impact. Erin has been a frequent guest speaker at business and institutional events providing insight and guidance on this topic. Through Merrill's robust impact investment platform, Erin provides customized impact portfolios for individuals, businesses and institutions looking to incorporate impact investments into their financial goals.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Soroptomist International, Girls Scouts and local youth sports . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
English & Spanish
Union Graduate College
Learn about the MyMerrill Mobile App.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Management Lending Officer
Bank of America, N.A.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve 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.
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.
We will work to help you stay on track, regardless of what the markets are doing.