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Erica is a Director and Wealth & Fiduciary Advisor at the San Francisco office at Evercore Wealth Management and Evercore Trust Company, N.A., providing client support in the fiduciary administration, wealth management and financial planning disciplines.
Prior to joining Evercore in 2023, she worked five years at WealthValues, LLC, an independent registered investment advisory firm, and she was most recently a wealth advisor there on a team responsible for delivering wealth management financial planning services for high to ultra high net worth clients. Before entering this field, she practiced family law.
Erica received her B.A. in Political Science from the University of Washington and a J.D., with honors, from Seattle University School of Law. Erica holds a CFP® certification and is a member of the State Bar of California and the Washington State Bar Association.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25
