Erica D. Metz

CPA, MSA
Wealth Advisor, RJFS

Erica has six years of accounting and finance experience and is a Certified Public Accountant (CPA). 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. Recently, a graduate from the Raymond James Advisor Mastery Program, she is starting to pursue the CERTIFIED FINANCIAL PLANNER™ designation. 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 resides in Randolph and is currently on the Randolph Township Economic Development Committee. She enjoys playing golf, traveling, and spending time with family and friends.