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Chief Marketing Officer

Erika Wilson

With over 10 years in the financial industry, Erika Wilson is a driving force of numerous creative and innovative marketing initiatives. With a robust background, she has a wealth of experience and can navigate complex marketing and financial landscapes.

Erika is a versatile leader, she has delivered impactful and successful results in online and print advertising, social media, website development, marketing collateral, communications, public relations, and promotional events. She is a firm proponent of utilizing market research and competitive analysis and implementing the latest in marketing trends as part of the marketing strategies she spearheads and implements for the financial services industry.

Additionally, she has honed her skills at the forefront of Artificial Intelligence specifically for the financial industry, presenting at numerous conferences, and showcasing her deep understanding of the intersectionality between marketing and cutting-edge technologies.

In June 2024, Wealth Solutions Report selected Erika as one of the Top 10 Wealth Management CMOs, and in October 2024, they presented her the Pathfinder Award for Top Hispanic Industry Leaders, honoring outstanding achievement among underrepresented communities in wealth management.

Erika holds a B.A. in Communications from Florida Atlantic University and graduated Summa Cum Laude. She is currently pursuing her Master of Finance at The American College of Financial Services, to continue expanding her knowledge of the industry and adapting it into her work.

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