Erica has seven years of accounting and finance experience; she is a CERTIFIED FINANCIAL PLANNER™, a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS). She holds a BS in Corporate Finance and Accounting from Bentley University as well as her MS in Accountancy with a Graduate Certificate in Financial Planning from Bentley University. She also holds her series 7 and 66 licenses, as well as, Life and Health Insurance licenses. Prior to joining Money At Work, Erica lived in Boston where she worked as an auditor for Deloitte and Touche as well as Boston Private which is a private bank with wealth management affiliates. Erica now resides in Morristown and is a former member of the Randolph Township Economic Development Committee. Currently she is a member of the Raymond James NextGen Technology Advocates and UNICO National, which is an Italian American service organization. In her free time, she enjoys playing golf, traveling, and spending time with family and friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.