Erin is responsible for administering accounts, including estates, trusts, foundations, endowments, investment management accounts, and IRAs. She has 5 years of experience in wealth management and started her career with Bessemer Trust in Palm Beach serving in a client advisory role. In this role, Erin was responsible for maintaining client relationships through proactive client communication and the coordinated delivery of service to ultra-high net worth individuals, families, trusts, and foundations.
Erin earned a Master of Science degree in Integrated Marketing and Management Communication from Florida State University and a Bachelor of Arts in Media and Communication Studies from Florida State University. She is currently pursuing the CTFA designation and has completed the Cannon Trust School Level One course at the University of Notre Dame, and the Level Two course at Boston University.
Erin is an active member of the Junior League of the Palm Beaches and was the 2016 recipient of the Above and Beyond Award for her dedication to community service. In her free time, she enjoys networking with various young professional organizations and attending local performing arts events.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit