Erica Eyerman

Role: Mcadam Financial
Location: Cleveland, OH, US
LinkedIn followers: 500 followers

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About Erica Eyerman

I am a customer-focused sales and marketing professional driven to help clients & …

Experience

Mcadam Financial
Present

Education

Baldwin Wallace University
Bachelor's degree, Public Relations and Communications
2014 — 2018

Skills

Creative Solutions
Social Media
Communication
People Skills
Microsoft Word
Customer Service
Event Planning
Self Motivated
Powerpoint
Artistic Abilities
Public Speaking
Leadership
Computer Proficiency
Teamwork
Writing
Time Management
Research
Microsoft Office
Facebook
Hard Working
Public Relations
Social Networking

Contact information

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Work email
•••••@mcadamfa.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Mcadam Financial

Financial Services · 228 employees · Founded 2008 · Philadelphia, Pennsylvania, United States

McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA. We offer comprehensive tax-efficient financial planning and investment management services, both in-person and virtually. We are dedicated to empowering individuals on their journey to a fulfilling retirement. As your fiduciary financial advisor, we create personalized retirement roadmaps tailored to your specific goals and risk tolerance, culminating in a comprehensive written financial plan. Our comprehensive approach includes retirement planning, tax and insurance analysis, 401(k) optimization, investment planning, estate planning, employer benefits optimization, and education planning. By focusing on how you spend, protect, and grow your wealth, we help provide peace of mind as you work towards a secure financial future. We believe in building long-lasting relationships founded on trust, transparency, and open communication. Let\'s talk about what matters to you! Schedule your free exploratory conversation today. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of McAdam, LLC, a registered investment advisor. Insurance products and services offered through McAdam Financial. McAdam, LLC and McAdam Financial are not affiliated with MAS.

mcadamfa.com

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About Erica Eyerman

Experience

Education

Baldwin Wallace University

Skills

Find verified contacts for anyone on LinkedIn