People Moves

Industry Newcomer Basilica Wealth Management Makes Senior Hire From Schwab

Eliane Chavagnon Editor - Family Wealth Report January 7, 2015

Industry Newcomer Basilica Wealth Management Makes Senior Hire From Schwab

Bainbridge Island, WA-headquartered Basilica Wealth Management - a new firm founded last year - has appointed Erik Saunders as a managing director and financial advisor in Anacortes, WA.

Bainbridge Island, WA-headquartered Basilica Wealth Management - a new firm founded last year - has brought in Erik Saunders as a managing director and financial advisor in Anacortes, WA.

Saunders spent the last nine years at Charles Schwab & Co, most recently as a vice president and financial consultant. In that role, he worked with high net worth clients on their investment management, financial planning and banking needs while overseeing $450 million in client assets. 

Prior to joining Charles Schwab, Saunders held roles at Dreyfus Service Corporation and Franklin Resources.

Basilica Wealth Management was founded by Christopher Canorro, Gregory Talcott and Dimitri Uhlik.

The firm provides asset management, financial planning, and business planning services.

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