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Erika Ocaña

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  2. Erika Ocaña

Erika Ocaña

Erika Ocaña

Erika Ocaña

Operations Associate

erika@texaslegacywealth.com

Erika joined TLWM as an Operations Associate in 2018. She was born in South Texas however San Antonio has been her hometown for as long as she can remember. Prior to joining TLWM, she held various operations support positions in the investment and banking industry

As an Operations Associate, Erika is responsible for account maintenance, processing transactions of all varieties, and assisting clients with optimum care. Away from the office, Erika enjoys spending time with her family and chasing after her 5 yr old daughter Zaydee.

 

Our Team

Investment Team

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Elissa Lococo

James Flores

Wealth Advisors

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Preston Vaught

Justin Bellows

Financial Planning Team

Enzo T. Pellegrino, CFP®

James Flores

Robert S. Bowerman, CFP®

Service 360 Team

Liza Reichle

Erika Ocaña

Victoria Hernandez

TLWM CONTACT

  
Phone: 210 541 8600
Email: info@texaslegacywealth.com  
40 N.E. Loop 410, Ste. 644
San Antonio, TX 78216

Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Texas Legacy Wealth Management, a registered investment advisor and separate entity from LPL Financial.

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