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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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