Erin joined Raymond James in 2013. Prior to joining our team Erin worked in several administrative and customer service roles. As client service associate, Erin oversees the day-to-day operations of our client service model working with our home office to help ensure our clients financial goals are met efficiently. She assists our clients with their ongoing administrative and service-related needs including the coordination of estate planning meetings with attorneys and tax planning meetings with accountants. Erin also manages client events, the team’s calendar and the advisory team schedules and meetings.

Outside of work Erin spends her free time with friends and family. She enjoys time at home and outdoor adventures with her husband Nick and their son Krew.