Erin Eliason

Client Service Associate

Erin Eliason, Retirement Plan Account Manager, joined the Newton One Investments LLC team in March of 2012. Erin graduated from University of Delaware with a Bachelor’s degree in Political Science. She currently handles the Retirement Plan operations on a daily basis. Erin applies her outstanding communication skills in acting as a liaison for clients, providers, and third party administrators. She also produces quarterly reports and education presentation for clients. In so doing, her focus is on finding new and creative approaches to making retirement plan’s more interesting, understandable, and marketable to clients. Erin has her Series 7 FINRA license and is currently working on her Series 65.