Director of Operations / CCO

Prior to joining Alloy Wealth, Erica was employed in the insurance business where she obtained a wealth of knowledge about the insurance industry, carrier nuances and their procedures, and what it takes to assist clients. She was also a teacher for many years.

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.

Contact Us

Alloy Wealth Management

Charlotte, NC

Contact Information

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

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC - DBA Alloy Investment Management is a state registered investment adviser based in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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