William Erwich Managing Director
JOINED NORTHERN TRUST
Education
- Bachelor degree in English from the University of Massachusetts
- Juris Doctor degree from New England Law
Credentials
- Certified Private Wealth Advisor®
- Member of the Florida State Bar
- Member of the Massachusetts State Bar
Expertise
Will Erwich is Managing Director for the Upper Keys based in Key Largo, Florida. Will leads a team advising clients in wealth management, asset protection, estate planning and trust administration. His focus is on generational wealth, assisting clients and their families to identify and achieve their financial and estate planning goals in the areas of lifestyle, capital assets, wealth transfer and philanthropy.
Experience
Will has 29 years of experience in financial, legal and insurance services. Before joining Northern Trust in 2011, he was a Private Client Services Office Head and a Client Executive at Marsh & McLennan companies. Previously, he held positions with Bank of America, Citizens Bank of Massachusetts and was in private legal practice.
Community Involvement
Will is the past Chairman of the Board for the Miami, Florida chapter of Youth for Christ and volunteers in the Miami Dade Children's court as a Guardian ad Litem.