Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Erin has over 15 years experience working in the finance and banking industry. Prior to joining Merrill Lynch 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 Lynch 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 Lynch'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 I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Soroptomist International, Sustainable Saratoga and other volunteer work.
English & Spanish
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Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.