Erin Slocum CFP®

Erin joined Simon Quick in 2022 as a Client Advisor. She works directly with high-net-worth individuals and families providing investment advice and financial planning services to help them achieve their financial goals.

Prior to joining Simon Quick, Erin worked at BNY Mellon Wealth Management where she provided financial planning and investment management services to high-net-worth individuals and families in the US and abroad.

Erin graduated from The George Washington University in 2008 with a BS in Economics. She earned her certification in financial planning at NYU School of Professional Studies and became a CERTIFIED FINANCIAL PLANNER™ in 2017. She serves on the board of the Financial Planning Association of Metro New York chapter where she is currently Chair and is involved in the pro bono committee. Outside of work, Erin enjoys skiing, cooking, traveling, and spending time with family and friends.