Erick Roshelli, CFP®| Senior Financial Advisor

Erick Roshelli

CONTACT INFORMATION:

7200 Wisconsin Ave.
Suite 910
Bethesda, MD 20814
T 301-841-6182
E eroshelli@hightoweradvisors.com

Erick Roshelli has been servicing clients and working to help them achieve their financial goals for over a decade. He joined the Hightower Bethesda team in 2019, and for the previous 11 years, 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. While at TD Ameritrade, Erick was recognized with the Overall Lifetime Achievement Award selected by senior management and was a five-time winner of Circle of Champions (top 5% of advisors). He feels strongly about environmental and socially responsible investing and when appropriate, incorporates this into client portfolios.

Erick is a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA). He 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, live in Herndon, Virginia with their daughter and two sons. They spend most of their time volunteering with the kids’ numerous activities. Erick especially enjoys coaching his son’s soccer team. When Erick does have some free time, his hobbies include tennis, golf, skiing and running.

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