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  2. Erin Ascione

Erin Ascione

Erin Ascione
Director of Client Services
E-mail: 
erin@optimalcapital.com
Erin is dedicated to managing the Optimal Investment Office services. She brings 14 years experience in service of advisor partners of Optimal Advisor Solutions (OAS), including operations and account maintenance, custodian and transfer agent assistance. Previously Erin assisted advisors at Morgan Stanley with client services, administrative, and human resources support.

erin@optimalcapital.com

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  • 12935 SW Bayshore Drive Suite 305 , Traverse City, Michigan 49684 United States
  • Phone: 231-933-4677
  • Email: tommylee@optimalcapital.com

Please note Optimal Capital Advisors, LLC is filing an annual updating amendment extension for its ADV Part 1A & 2A Brochure and 2B Brochure Supplements due to circumstances related to the effects of COVID-19.  The Coronavirus caused disruption to our on-site access and we are working to transition full productivity remotely.  The firm will be able to file its annual updating amendments on or prior to the 4/30/2020 extended due date

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