Erica Falcomata

Erica Falcomata
Vice President Wealth Advisor Truist Bank

1400 Post Oak Blvd

Houston, TX 77056-3007

EFalcomata@Truist.com

Phone 713-265-6820

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About me

Background

Erica Falcomata is a Wealth Advisor with Truist Bank, offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies to deliver a comprehensive wealth management plan for my clients.

Erica holds herself accountable for recommending strategies with her clients’ needs and goals in mind. These strategies are supported not only by the deep experience of her team of specialists, but by her highly attentive service and coordination of resources. She takes the time to talk to a client, learn about them, and understand the critical aspects of their financial life so that she can assess the interaction and far-reaching impact of their multiple objectives.

She has the Series 7, 63 and 65 FINRA registrations and Life and Health Insurance licenses.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

International Business and Spanish
St. Edward's University in Austin, Texas 2002

Personal Interests

Erica spent most of her childhood overseas in Central and South America, and is a graduate of St. Edwards University in Austin, Texas. She’s married with two children and, as a family, they enjoy spending time at the beach, traveling, and being outdoors. She’s very involved in her children’s education and serves as the president of their school advisor board.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Locations

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