Erin Wilkinson joined McCarthy Wealth Management in 2016. Beginning as an office assistant, she was the first point of contact for clients. Since then, she has earned her Series 7 and Series 66 securities licenses and now serves as Operations Manager. In this capacity, she diligently assists clients with all manner of account related administration, including account establishment, transfers and funding, and ongoing account maintenance and integrity. Erin is very detail-oriented and enhances our clients’ experience by ensuring that their needs are met. Internally, Erin oversees the overall functionality of the office by managing corporate finances, handling payroll and benefits administration, and ensuring the advisors have the resources they need.
Erin is also dedicated to mentoring the next generation of professionals. She has been a Girl Scout Troop Leader since 2013 and is looking forward to guiding ‘her girls’ through the final phase of their scouting journey. In her free time, she enjoys photography, reading, and traveling with her family.
Erin earned a Bachelor of Arts degree as a double major in Government and French from prestigious Claremont McKenna College.
A little more about Erin...
Where can you usually be found on a Sunday morning?
In my backyard, sipping coffee, listening to the birds and working on my weekly Bible study homework.
If time and money were no object, what would you choose to do?
I would work on my photography, learn to tap dance, and learn to play new musical instruments, hopefully leading to a spot in a symphony orchestra.
What is your personal motto?
You’re never too old to set another goal or to dream a new dream. ~ C.S. Lewis