Work History
Edward Jones
Edward JonesJanuary 2017 to Current
FINANCIAL ADVISOR
Erin M Clancy
AAMS™
1571 Ulster Avenue Suite 2, Lake Katrine, NY 12449opens in a new windowAccepting New Clients
Focus Areas
- Portfolio Reviews
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
About Erin
Some people are blessed to find their true calling in life. I am one of these fortunate people.
My mission since 2017, when I joined Edward Jones, is to create a family-focused business. As a daughter of an immigrant from Ireland, I learned early on how impactful financial education and guidance are, and how both are lacking today.
My true passion is helping empower my clients to confidently make informed choices and be prepared for life's unexpected events. To provide a comprehensive service, I collaborate with my clients' trusted professionals, including their CPAs and attorneys. "One size fits all" may be...
My mission since 2017, when I joined Edward Jones, is to create a family-focused business. As a daughter of an immigrant from Ireland, I learned early on how impactful financial education and guidance are, and how both are lacking today.
My true passion is helping empower my clients to confidently make informed choices and be prepared for life's unexpected events. To provide a comprehensive service, I collaborate with my clients' trusted professionals, including their CPAs and attorneys. "One size fits all" may be...
Work History
Edward Jones
Edward JonesJanuary 2017 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Snowboarding
- Cooking
- Pets
- Traveling
- Golfing
Team Members
Gretchen Gehring-CraftSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
Lake KatrineFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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