Eris Wilson

Client Relations Associate


Eris Wilson joined Heritage Family offices after 17 years of working within boutique financial services firms. Prior to entering the financial services industry, she spent time with Geico, where she obtained her Property Casualty Insurance license and worked within the automotive claims division.

Eris is a San Diego native; she appreciates the opportunity to be a part of the Heritage team while working remotely from home. Most of her free time is spent enjoying life with her son Bryce, and her partner, Holland. They enjoy local museums, amusement parks, and spending time on home improvement projects. Eris is an avid crafter and painter. She has completed several murals in the San Diego area.