Erin specializes in helping multi-generational families develop financial plans that reflect their core values and unique goals. She works with retirees, professionals at various career stages, growing families and young adults entering the workforce, with a focus on empowering clients to make confident, informed financial decisions. By taking a holistic approach to addressing everyday financial needs, Erin is committed to delivering exceptional service and building long-term relationships, serving as a trusted wealth advisor for every stage of life.
Erin Squires is a financial advisor and holds the Accredited Asset Management Specialist® (AAMS®) designation. She is also licensed with the Series 7, Series 66, and Florida life and health insurance licenses. In addition to serving clients, Erin leads the team’s operational initiatives, ensuring the delivery of a high level of service while staying at the forefront of evolving technologies in today’s dynamic financial landscape.
Prior to beginning her career in financial services, Erin built a strong foundation in healthcare as a registered nurse and later in healthcare administration as a nurse manager. She graduated cum laude with a bachelor’s degree from Florida State University in 2013 and earned a second bachelor’s degree from Duke University in 2014.
Committed to continuous professional growth, Erin joined her family’s business in 2020, bringing with her the critical thinking, empathy and planning skills developed through her healthcare experience. By transitioning into financial services, she applies a proactive, care-centered approach to help individuals and families achieve lasting financial well-being. Her goal is to ensure clients have comprehensive plans in place before life or health events impact their independence. Through detailed analysis of estate and financial strategies, Erin collaborates with multiple generations to help preserve family legacies and provide long-term financial confidence.
Originally from Weston, Florida, Erin resides with her husband, Donald, and two daughters, Raelin and Rory, in Cape Coral, Florida. When out of office, Erin can be found relaxing with her family at the beach, spending time on the water and enjoying all of the beautiful outdoor activities outdoor Florida has to offer.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
