Erica J. Yount, CFA

Portfolio Manager

Erica joined Keatley Wealth Management as a Portfolio Manager in 2017. A graduate of Wake Forest University, Erica has an extensive background in investment management and financial analysis. In 2003, she earned her Chartered Financial Analyst designation. Her prior experiences include working as a trust investment officer at SunTrust Bank in Ponte Vedra Beach, Florida where she managed investment portfolios for high-net-worth clients. She is thrilled to be a part of the Keatley Wealth Management team of dedicated, caring professionals.

Erica has been drawn to personal finance since her earliest years. Her father is a first generation high school and college graduate who instilled in her the importance of planning wisely for the future while still enjoying and appreciating today. These valuable life lessons sparked her desire to ensure others have access to exceptional financial planning and sound investment management.

Erica lives in Waxhaw, North Carolina with her husband and two children. She has cherished volunteering in her children’s schools, serving as PTA president, PTA vice president, and Staff Appreciation committee chair and member. She has also been a coach for Let Me Run, which is a national organization that encourages young boys to live healthy, active lifestyles. Erica and her family love exploring our National Parks. To date, she has visited sixteen of the 59 parks and is always planning her next adventure.


SUMMARY OF EDUCATION AND CREDENTIALS

  • BS – Business, Wake Forest University
  • CFA – Chartered Financial Analyst designation (www.CFAInstitute.org)

PROFESSIONAL AFFILIATIONS

  • Member – CFA Institute