Erica Graves
Director, Wealth Management
Erica is passionate about helping clients and her team members succeed.
Erica specializes in tax, estate and gift planning, leveraging her 20+ years of experience serving ultra high net worth families and related businesses with a public accounting firm. She works directly with clients to learn about their vision for their financial future and their personal goals, and then helps to develop a tax efficient plan to benefit them.
When not assisting clients and team members, Erica spends her time reading and traveling with her family.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- IRS Enrolled Agent
EDUCATION
- Bachelor of Science, Accounting, University of North Carolina at Wilmington
