Biography - Erik D. Saunders
Erik D. Saunders has spent the last 27 years working in the financial services industry, the last nine years with Charles Schwab & Co., Inc. Most recently Mr. Saunders served as Vice President-Financial Consultant with Charles Schwab & Co., Inc. and Charles Schwab Bank, where he collaborated with high net-worth clients on their investment management, financial planning and banking needs overseeing $450 million in client assets. Prior to joining Charles Schwab, Mr. Saunders worked in the Bank Trust and Direct Corporate Markets where served as Vice President- Institutional Sales Representative with Dreyfus Service Corporation from 2003-2005 and as Vice President-Institutional Sales Representative with Franklin Resources, Inc. from 1995-2003. From 1989 through 1994, Mr. Saunders held multiple roles with Franklin Resources, Inc. working with retail investors and brokers.
Mr. Saunders is a graduate of Notre Dame de Namur University where he received a Bachelor of Science degree in Business Administration with an emphasis in Accounting. He has earned the Series 7, 63 & 66 securities registrations currently held with LPL Financial, additionally he holds a Washington State insurance license.
Mr. Saunders is an advocate of youth athletics and has volunteered as a coach for the last 26 years. Currently he volunteers as the Head Coach of the Blackhawks Baseball Club. He is a firm believer that many of life’s lessons can be taught and learned through the games of baseball and fast pitch softball, most importantly perseverance. Mr. Saunders exercises a similar approach when coaching baseball as he does in working with his clients. He places and emphasis on the development of a game plan and then collaborates with the players and coaches in the execution of that game plan. Mr. Saunders’ teams have won multiple state championships and competed very well on a national level. Mr. Saunders also serves on the Board of Directors of the Anacortes Baseball Club.
Mr. Saunders serves as Managing Director, Sr. Financial Advisor and member of the Investment Committee of Basilica Wealth Management. In addition to his director duties Mr. Saunders focuses on partnering and coaching clients using comprehensive financial services ranging from financial planning to general consulting to help them navigate life changing events and work towards financial goals.
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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, CA, & NC
Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice and Financial Planning is offered through Financial Advocates Investment Management, LLC, a Registered Investment Advisor, DBA Basilica Wealth Management which is a separate entity from LPL Financial.