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Erica Smith CFP ®

Erica Smith CFP ®

Financial Planner and Client Service Manager

Followers of Erica Smith CFP ®172 followers
location of Erica Smith CFP ®Mount Pleasant, South Carolina, United States

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  • Timeline

  • About me

    Vice President, Financial Planner at Charleston Investment Advisors, LLC

  • Education

    • College of Charleston

      2011 - 2012
      Certified Financial Planner Program

    • University of South Carolina-Columbia

      1997 - 2002
      Bachelor of Science (BS) Business Administration

  • Experience

    • Donald Bailey and Associates

      Jun 2008 - Dec 2013
      Financial Planner and Client Service Manager

    • College Transition Connection

      Jun 2008 - Dec 2016
      Office Manager

    • Charleston Investment Advisors, LLC

      Jan 2014 - now
      Vice President, Financial Planner

  • Licenses & Certifications

    • Certified Financial Planner ™

      Jul 2013