Erick Roshelli has been servicing clients and working to help them to achieve their financial goals for many years. Erick enjoys working with clients “to help them identify and prioritize their financial needs.” “Together we create a financial road map to help reach their goals.”
He joined the HighTower Bethesda team in 2019, and for the previous decade worked as a Senior Financial Consultant at TD Ameritrade, advising clients on the many facets of their financial needs. Prior to TD Ameritrade, Erick was a Financial Advisor with Edward Jones and a Branch Manager at Wells Fargo.
Erick has built his career through strong client relationships and works hard to continuously help clients identify and prioritize their financial goals and desires as a Certified Financial Planner (CFP). While at TD Ameritrade, Erick was recognized with the Overall Lifetime Achievement Award (2018) selected by senior management and was a five-time winner (2013-2016, 2018) of Circle of Champions (top 5% of advisors).
Erick is a graduate of the University of Delaware where he majored in finance and operations management, with a minor in economics. Today, Erick and his wife Kelly are busy with their three children and spend most of their time helping with the kids’ sports. When Erick does have some free time, he enjoys playing tennis, golf, skiing and running.