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The following article was first published on MarketWatch.com.
Oxford Harriman Adds Thomas C. Erb as a Partner in their Cleveland, Ohio Office
Erb Moves his Practice to Wells Fargo Advisors Financial Network
Cleveland, Ohio – November 21, 2022
Oxford Harriman & Company has announced that Thomas C. Erb has joined the private wealth management practice as its newest partner and managing director. Erb will be based in Oxford Harriman’s Cleveland (Beachwood), Ohio office, and has an approach that aligns with Oxford Harriman’s “clients first” philosophy.
Erb brings nearly 20 years of experience in the financial services industry to Oxford Harriman, having spent most of his career with Wells Fargo Advisors. Prior to joining Oxford Harriman, Erb was most recently a Senior Vice President & Premier Advisor with Wells Fargo Advisors.
Erb said about his move to become a partner at Oxford Harriman, “We needed a way to increase our customized and intimate process of wealth planning and white glove client service. After two years of due diligence, comparing all internal and external options, it became clear that joining Oxford Harriman on the Wells Fargo Advisors Financial Network platform was the best decision for my client family. Oxford Harriman’s responsive team and well-established operation gained our trust and confidence that a transition would be smooth, and it was. I look forward to the opportunity to collaborate with this boutique wealth management practice given their unrelenting dedication to serve financial advisors like me.”
At Oxford Harriman, Erb will implement his unique strategies tailored towards his clients’ goals, needs and objectives. Erb specializes in working with high-net-worth families, pre-retirement individuals, post-retirement individuals, corporations, and business owners.
Erb graduated from Miami University in Oxford, Ohio with a B.S.B.A. in marketing. Erb was a three-time Premier Advisor with Wells Fargo Advisors (2020, 2021, 2022). The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism.
Dennis Barba, Oxford Harriman CEO & Managing Partner, said, “We look forward to supporting Tom and his team as they strive to provide the best financial guidance they can for their clients. We’re confident this move helps insure they can continue to deliver the high levels of client service for which they are known.”
Barba added, “Tom’s drive to focus on the best interest of his client family is unparalleled. His knowledge, demeanor and experience will be an asset in our pursuit of building what we feel is one of the leading wealth management practices in the United States.” Barba remarked that, “as one of the largest practices in the Wells Fargo Advisors Financial Network, Oxford Harriman & Company is continually looking to add quality partners to the organization.”
About Oxford Harriman & Company: Oxford Harriman & Company is a strategic partnership designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Serving the financial and wealth management needs of a select group of clients, the firm provides a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy and discipline. Oxford Harriman & Company is part of the Wells Fargo Advisors Financial Network, with offices in Akron, OH, Cleveland OH, Detroit MI, Midtown Manhattan NY, Newark NJ, Astoria NY, Albany NY, Mentor OH, and Sarasota, Florida.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Oxford Harriman & Company is a separate entity from WFAFN. CAR-1022-03176