Who is Erin L Cockman, MBA, CFP^®?

Erin is a CERTIFIED FINANCIAL PLANNER^® professional and Founder and Chief Executive Officer of Milestone Wealth Management. A financial advisor for more than 25 years, she started her career with Wachovia Investments (now Wells Fargo Advisors) and launched her first independent firm in 2015.

As a financial planner, Erin is focused on helping her clients strategically plan for and be positioned to celebrate all of life’s milestones.

Growing up in South Florida, Erin spent her childhood summers in Asheville, N.C., which ultimately led her to attend Wake Forest University in Winston-Salem. There, she earned a Bachelor of Arts degree in Economics – where she also met her husband Rob (now a Milestone Wealth Management Branch Associate) in a pick-up basketball game – and later earned her MBA from Elon University’s Martha and Spencer Love School of Business.

She is an Investment Advisor Representative holding Securities Licenses 7,9,10,63 and 65 and is Licensed in Life, Health and Long-Term Care Insurances.

What do you do when you're not working?

I’m passionate about the arts, traveling, reading, and supporting our children’s educational and extracurricular activities. I enjoy outdoor activities with family and friends, including tennis, golf, and basketball.