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Erica Crouse is Data Steward and Administrative Coordinator, working in our Charleston, WV office. She also serves in the firm-wide role of Product Specialist for the company’s CRM and electronic file storage.
Additionally, she helps coordinate activities for the firm’s Compliance and Advisory Service teams, providing support to Advisors, the Chief Compliance Officer, and Manager of Advisory Service Standards. In 2016, Erica became certified in CompTIA Project+, a project management skill certification.
Erica studied business at West Virginia State University.
McKinley Carter Wealth Services is an SEC registered independent wealth management firm that provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services.