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Erin Villamizar Email & Phone Number
Financial Planning Associate
at
Modera Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Associate
Location
Towson, Maryland, United States
Who is Erin Villamizar? Overview
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Quick answer
Erin Villamizar is listed as Financial Planning Associate at Modera Wealth Management, based in Towson, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Erin Villamizar.
Erin Villamizar previously worked as Client Services Manager at Red Oak Financial Group. Erin Villamizar holds Master Of Music Education, Education from Ithaca College.
Company email context
Email format at Modera Wealth Management
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Modera Wealth Management
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Profile bio
About Erin Villamizar
Client Services Manager with 6 years of experience assisting financial advisors. Music educator with 8 years of experience. Actively performing flutist/saxophonist.
Current workplace
Erin Villamizar's current company
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2 roles
Erin Villamizar work experience
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Client Services Manager
Support 5+ financial advisors and provide white glove service to our clients at a family run investment planning firm. My primary duties are to set up and maintain accounts for investments, fixed and variable annuities, and life insurance. I serve as a resource in technology by communicating changes and proposing the use of new tools and functionality as technology advances. I also have taken ownership of processing by revising and creating new procedures and implementing them with my… Show more Support 5+ financial advisors and provide white glove service to our clients at a family run investment planning firm. My primary duties are to set up and maintain accounts for investments, fixed and variable annuities, and life insurance. I serve as a resource in technology by communicating changes and proposing the use of new tools and functionality as technology advances. I also have taken ownership of processing by revising and creating new procedures and implementing them with my team.Securities offered through LPL Financial Member FINRA/SIPC Investment advice offered through Red Oak Financial, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less
3 education records
Erin Villamizar education
Master Of Music Education, Education
Bme, Music Education, Jazz Studies
High School Diploma
Brookfield High School
FAQ
Frequently asked questions about Erin Villamizar
Quick answers generated from the profile data available on this page.
What company does Erin Villamizar work for?
Erin Villamizar works for Modera Wealth Management.
What is Erin Villamizar's role at Modera Wealth Management?
Erin Villamizar is listed as Financial Planning Associate at Modera Wealth Management.
Where is Erin Villamizar based?
Erin Villamizar is based in Towson, Maryland, United States while working with Modera Wealth Management.
What companies has Erin Villamizar worked for?
Erin Villamizar has worked for Modera Wealth Management and Red Oak Financial Group.
How can I contact Erin Villamizar?
You can use AeroLeads to view verified contact signals for Erin Villamizar at Modera Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Erin Villamizar attend?
Erin Villamizar holds Master Of Music Education, Education from Ithaca College.
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