Erica Weiser, Senior Wealth Consultant

Erica Weiser

Senior Wealth Consultant

Charlotte, NC

As a senior wealth consultant, Erica works with individuals, families, institutions and foundations to match them with the advisory team that is best suited to help them achieve their long-term goals.

Erica has more than two decades of experience in the financial services industry. Prior to joining Mariner Wealth Advisors, she was the director of financial education for a large registered investment advisor. In this position, she worked with financial advisors to help bring interesting and relevant seminars to the investor public. During the course of her career, Erica has spent time on both the retail and wholesale side of the investment advisory world. She began her career as a financial consultant with Merrill Lynch in New York City, where she provided investment and insurance solutions for her clients.

Erica has a bachelor’s degree in finance and investments from Bernard M. Baruch College, CUNY. She has passed the Series 7 and 66 exam and holds life, health and annuity insurance licenses.