Kelly Ann Erickson

About Kelly Ann Erickson

With the knowledge that comes with more than 20 years of experience in the financial services industry, Kelly Ann Erickson has been helping investors like you through the process of pursuing their financial goals so that they can focus on the most important things in life.From financial planning to comprehensive account management, Kelly Ann Erickson strives to make recommendations solely in the interest of providing value and benefit to you and your family. As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Kelly will be with you every step of the way offering sound advice and customized financial strategies as you prepare for and reach milestones such as career moves, retirement and leaving a legacy.At Raymond James, Kelly has access to the financial knowledge and services of one of the largest independent full-service financial services firms and investment bank. She strives to create long-term, meaningful relationships with her clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. If you have a question or concern, she answers promptly, completely and truthfully. Also, she provides the information you need to make informed decisions, based on realistic expectations, about your investment needs.Kelly Ann Erickson joined Raymond James after 12 years with LPL Financial and eight years with JPMorgan/Chase serving the North Orange County area. She is a graduate of Cal State Fullerton and California Lutheran University, where she received an MBA in personal financial planning. Kelly Ann Erickson is married and has two sons. When not in the office, she enjoys watching her sons play sports such as football and baseball. She also loves attending country concerts and taking tropical vacations.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization\'s initial and ongoing certification requirements to use the certification marks.Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC.Please follow this link to Important Disclosure Information:http://raymondjames.com/smrja.htm

Experience

1. First Vice President, Wealth Management

   Raymond James

   Nov 2024 — Present · Newport Beach, CA, US

Education

• California Lutheran University

  Master of Business Administration (MBA), Personal Financial Planning

  2013 — 2016

• California State University, Fullerton

  Bachelor of Business Administration (B.B.A.), Marketing

  2000 — 2005

• UC Irvine

  Certificate in Personal Financial Planning

  2008 — 2011