Financial Advisor, RJFS
With over 20 years in the financial services industry, Erin brings a wealth of experience in customized planning for her clients. Throughout the years, she has spent her career going the extra mile in her attention to individual goals and needs. She enjoys working on wealth accumulation strategies with younger clients as much as helping retired clients with asset preservation and legacy plans.
After graduating from the University of Georgia in 2000 with a Bachelors of Science, Erin returned to Atlanta for 10 years to begin her professional life in financial services. During that time, she worked with estate planning attorneys and gained a deep respect for proper estate planning in conjunction with personalized investment advice. She moved back to Athens in 2011 and joined an independent financial advisor team affiliated with ING. While establishing new client relationships, she achieved her own goal of becoming a CERTIFIED FINANCIAL PLANNER® practitioner in 2014. The team affiliated with Suntrust Investment Services in March 2015 where she was fortunate to engage with more local clients as she was beginning her own family.
The transition to Raymond James Financial Services in 2018 allowed her to regain the independence to help clients attain their financial goals. Planning is a family affair and she truly enjoys the multigenerational aspect of her craft. She has set roots in the Athens area with her husband Russell, daughter Emerson and son Nolan. In free time, she loves to venture away on trips with her own family. She also enjoys her hometown culture, music and of course Bulldog football.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
