Erica Helmer

Client Service Associate
erica.helmer@minotwealth.com
Direct: 781.471.7739

Erica is responsible for ensuring that all day-to-day client-related matters and inquiries are responded to promptly and professionally.

Prior to joining Minot, Erica worked with an advisory team managing high net worth clients where the focus was holistic investment planning. She has experience in asset management, tax planning and estate planning. She has also held several positions in the Financial Services Industry at Putnam Investments and Bank of America.

Erica is a graduate of the University of Massachusetts Amherst. A native of Boston, Erica currently resides in Wellesley with her three active boys.