Erica Helmer

Massachusetts State Icon Boston, Massachusetts
Senior Client Relationship Associate
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About Erica

Erica Helmer had nearly 20 years of financial services background when she joined EP Wealth Advisors in 2022. Erica previously served as a Client Services Associate at Minot Wealth Management, LLC, and before that held positions at GW & Wade, LLC, Bank of America Private Wealth Group and Putnam Investments. She enjoys the opportunity that her role at EP Wealth provides to develop relationships and provide excellent service to the firm’s client base. Erica has three active boys, and her involvement in their school and sports teams ensures she spends many hours on football and lacrosse fields. She also loves running, cooking and reading.

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University of Massachusetts Amherst, B.A., Legal Studies

How can Erica help?


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