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 Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.