Erica Smith, CFP®
Financial Planner

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Erica Smith is a Financial Planner at Beacon Pointe Advisors and is responsible for facilitating and ensuring that day-to-day operations run smoothly. Erica is passionate about developing comprehensive financial plans for clients to meet their financial goals based on their unique values, timelines, and histories. Prior to Beacon Pointe, Erica was an Associate Financial Planner at Charleston Investment Advisors, which joined Beacon Pointe Advisors in 2024, supporting clients with college funding, retirement, savings, and an overall long-term approach to financial well-being. Erica earned her Bachelor of Science degree in Business Administration with an emphasis on Marketing and Management from the University of South Carolina and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. She previously worked with the College Transition Connection (CTC), a non-profit organization founded to assist colleges and universities in creating programs for young adults with intellectual disabilities to attend college, and collaborated on the book LIFE Learning Is For Everyone, highlighting the story of how and why CTC was established in South Carolina. Outside of the office, Erica enjoys traveling, antiquing, and interior design projects.  She also enjoys fostering dogs for a local rescue and spending time with her Great Dane, Garth.