Erik joins the Kaplan Financial Services team as a Client Services Associate, bringing a client-first mindset and a strong background in wealth-management support. He spent the past six years as a Client Services Associate in Morgan Stanley’s Boston office, where he partnered closely with advisors and clients to prepare comprehensive financial reports, coordinate estate and wealth-transfer documentation, and ensure that planning and investment strategies were implemented with accuracy, clarity, and care.
Earlier in his career, Erik worked in retirement services at Voya Financial, helping participants understand savings strategies, investment options, and long-term planning decisions. Originally from Longmeadow, MA, he earned a Bachelor of Arts in Communication from Western New England University and holds FINRA Series 7 and Series 6 licenses, registrations held through LPL Financial.
