Director of Operations / CCO
Erica serves as Director of Operations for Alloy Wealth Management. In this capacity, she supervises the day-to-day workflow for all Alloy clients. She ensures new business is processed in a timely fashion in accordance with carrier guidelines. Erica also collaborates with Mark Henry to create policies and procedures for Alloy Wealth. She also coordinates all travel and events. Her attention to detail and commitment to providing exceptional customer service are just some of her strengths.
Erica graduated with honors from Gaston College and Belmont Abbey College. She earned a Bachelor of Arts degree and an associate degree. In her spare time, Erica enjoys spending time with her husband and three children.
Alloy Wealth Management
13840 Ballantyne Corporate Place Suite 115
Charlotte, NC 28277
Mon-Fri: 9:00 AM – 5:00 PM
Toll-Free: (800) 689-3935 | Fax: (877) 496-9797
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
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