Ashton Thomas Private Wealth
Erica Bloudek has over 18 years of work experience in various roles within the financial industry. Erica currently serves as the Director of Operations at Ashton Thomas Private Wealth since March 2021. Prior to that, they worked at Galliard Capital Management for 8 years, where they held multiple positions including Manager of Client Support Services and Operations Manager. Their responsibilities included overseeing operational compliance, risk, reporting, and administration of insurance investment wrap contracts. Before joining Galliard Capital Management, Erica worked at Wells Capital Management as a Client Service Consultant from 2011 to 2013. Erica also gained experience at Wells Fargo Advantage Funds as a Client Service Consultant- Dealer Services, where they resolved escalated issues between the Broker Dealer and Funds Management Group and created an internal department knowledge database. Erica's early career involved positions at Wells Fargo Investments as an Investment Operations Service Rep- Securities Processing and Investment Operations Representative- Dividends, where they handled highly confidential information, legal documentation, and worked with senior external parties to clear Restricted Securities.
Erica Bloudek attended Cardinal Stritch University from 2007 to 2009. During this period, they pursued a degree in Business Management, focusing on the field of Business.
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth is a diversified financial advisory firm committed to a culture of excellence, integrity, and respect in every aspect of its business. Its advisors serve foundations, business entities, and affluent individuals and families through fee-based financial planning and investment portfolio management, retirement plan consulting, and related financial education programs. The firm also strives to remain at the forefront of technological innovation and thought leadership within the financial services industry. The firm is headquartered in Scottsdale, Arizona. Investment Advisory services are offered through Ashton Thomas Private Wealth, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Certain appropriately licensed individuals are registered to offer securities through M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member of FINRA and SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are offered through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas are separate and distinct, differing in material ways, and are governed by different laws and separate contracts. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Check the background of the investment firm on https://adviserinfo.sec.gov/.