Erin Wilms's Location
Menlo Park, CA, US
Erin Wilms's Work
- Partner, Client Services @ Fremont Group
- Managing Director, Head of Advanced Planning @ New York Fitness
- Attorney and Director, Estate and Business Planning @ MassMutual
- Attorney @ Ramsbacher Prokey Leonard LLP
Erin Wilms's Education
- New York University School of Law
LL.M. in Taxation
2004 - 2005 - University of San Diego School of Law
J.D.
1995 - 1998 - University of Missouri-Saint Louis
B.A. (English)
1990 - 1995
Erin Wilms's Skills
- Estate Planning
- Business Planning
- Wealth Management
- Estate Tax Planning
- Series 7
- Tax
- Retirement
- Insurance
- Wealth Management Services
- Investments
Erin Wilms's Summary
Erin Wilms, based in Menlo Park, CA, US, is currently a Partner, Client Services at Fremont Group, bringing experience from previous roles at UBS, MassMutual Financial Group and Ramsbacher Prokey Leonard LLP. Erin Wilms holds a 2004 - 2005 LL.M. in Taxation @ New York University School of Law. With a robust skill set that includes Estate Planning, Business Planning, Wealth Management, Estate Tax Planning, Series 7 and more, Erin Wilms contributes valuable insights to the industry. Erin Wilms has 3 emails and 1 mobile phone number on RocketReach.
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