Client Service Associate

Erica Voltaire

Erica Voltaire Biography Photo
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Erica Voltaire

Erica Voltaire is a Client Service Associate with Evensky & Katz / Foldes Financial Wealth Management, where she takes care of setting up new client accounts, processing paperwork, and cashiering. Erica also provides services to wealth managers, financial advisors, and clients by responding and taking care of regular inquiries.

 

Erica has a strong background in private banking and has worked with other reputable firms such as Fleet Boston Financial and Bank of America International private banking. Her specialties include relationship building as well as providing clients, both internal and external with the highest levels of service, often exceeding their expectations.

 

In her spare time, Erica enjoys dancing and participating in all kinds of outdoor and water activities.

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