Erin Vickery (CFP®)

Erin Vickery focuses in the
following client markets or areas of practice:

  • AUM
  • College/Education Planning
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs

Additional Information

A Raleigh native, Erin passed the CFP® exam in 2016 and thrives on helping clients manifest their dreams through efficient, goal-oriented financial planning. She is passionate about bringing financial literacy within grasp of the non-industry public, and her long-term goals include reducing income and wealth disparity through public policy and financial education for K-12 students. Erin received a bachelor’s degree in biology from East Carolina University, a product of her lifelong interest in holistic and integrative wellness practices. When not working with clients, Erin spends her time outdoor adventuring with family and friends and daydreaming about island life.

NAPFA Start Date

January 16, 2019


This Office

100 Europa Dr Ste 410 Chapel Hill, NC 27517-2394 Phone: (919) 459- 8181