Erica Sloan

Erica Sloan is a Vice President and Wealth & Fiduciary Advisor at the San Francisco office at Evercore Wealth Management and Evercore Trust Company, N.A., providing client support in the fiduciary administration, wealth management, and financial planning disciplines.

Prior to joining Evercore in 2023, she worked five years at WealthValues, LLC, an independent registered investment advisory firm, and she was most recently a wealth advisor there on a team responsible for delivering wealth management financial planning services for high to ultra-high-net-worth clients. Before entering this field, she practiced family law.

Erica received her B.A. in Political Science from the University of Washington and a J.D., with honors, from Seattle University School of Law. Erica holds a CFP® certification and is a member of the State Bar of California and the Washington State Bar Association.