Pre- and Post-Liquidity Planning
Five Star Wealth Manager
Erin is a Senior Wealth Advisor and a Principal of The Colony Group, having joined the firm in 2012 with the team from Mintz Levin Financial Advisors. She is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 10 years of experience in comprehensive financial planning for high net worth clients. Erin also has experience in corporate financial reporting, planning, and analysis for a global engineering and construction company.
Erin graduated, magna cum laude, from Saint Francis University with a BA in Mathematics. She also received her Certificate in Financial Planning from Boston University.
For the past five years, Erin has served as the Treasurer for the Parent Advisory Board at a local preschool. Her hobbies include watching her boys play soccer and spending time at the beach with her family.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.
We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...