Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Erman has been developing relationships with affluent families and high net worth individuals to help achieve their lifelong goals and aspirations since the year 2000. Erman’s passions for the business and his clients help him to manage the day to day fluctuations in current events and focus on the ultimate goals of the client in a holistic, goal based planning approach. Erman feels that every clients needs and wants are unique and enjoys the process of customizing and developing a plan to help guide our clients in the future.
Erman holds a Chartered Retirement Planning Counselor (CRPC®) designation which helps him focus on clients long term retirement goals.
Erman grew up in Bethlehem and attended Notre Dame of Bethlehem and Bethlehem Catholic High School. He majored in Finance and minored in Economics at Pennsylvania State University. Erman enjoys exercising, outdoor activities, traveling and spending time with his wife Lori and daughter Amelia.
Bethlehem Catholic High Scool
Pennsylvania State University System
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Senior Wealth Management Lending Officer NMLS # 801326
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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.
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*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.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.
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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.