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...where McKinley Carter advisors and journalists from highly-respected publications discuss the wide range of forces and factors impacting our clients’ total financial situation – now and in the future. Start with our featured posts below or search by post topic.

Erica Crouse

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.

Posts by Erica Crouse

Erica Crouse
Erica Crouse

College saving: a sizable amount of prep & research needs to be done by parents & students alike in order to properly plan for a child’s financial funding.

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