Edelman Financial Engines
Erin Gilmore Smith currently serves as the Head of Estate Planning at Edelman Financial Engines, a position held since February 2022. Prior to this role, Erin was the Senior Vice President and Senior Trust Officer at Bank of America Private Bank from February 2015 to February 2022, and served as Vice President and Associate Trust Counsel at Fiduciary Trust Company from January 2006 to February 2015. Erin's expertise encompasses the administration of complex estates and trusts, focusing on pre and post-mortem planning, tax and succession planning, as well as addressing reporting and valuation issues. Erin holds a Juris Doctor degree from Seton Hall University School of Law and a Bachelor of Arts in Political Science from Texas A&M University.
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