Erie, PA
Erin Phelps joined Equitable Advisors, LLC in 2021 following a successful career in social work. Erin graduated from Mercyhurst University with a degree in Criminal Justice, and Edinboro University with a Master of Social Work and currently holds her NY & PA Life and Health License and FINRA Series 7 and 66 Registrations.
In her role as a financial advisor, Erin is passionate about helping clients create their own customized financial strategies. When she collaborates with you, she can assist you in making more informed decisions that can have a significant impact on your financial future by taking a supportive approach. Erin is excited to work with therapists and clinicians to help them work towards their financial goals.
Originally from Fulton, NY Erin now resides in Erie, Pa and enjoys playing hockey. In addition, she is active in her community and is a board member of The Arc of Erie County/Achieva, and coaches youth hockey.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.