“At the end of life, what really matters is not what we bought but what we built; not what we got but what we shared; not our competences but our character; and not our success, but our significance. Live a life that matters. Live a life of love.”
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Erin L Cockman, CFP®, MBA
Erin is a CERTIFIED FINANCIAL PLANNER® professional and Founder of Milestone Wealth Management. After spending close to 20 years working for a large financial institution, she went independent in 2015. As a wealth advisor, Erin draws on her deep industry expertise to lead the Milestone team as they work together to serve clients with clarity, purpose, and care.
Originally from South Florida, Erin was drawn to Wake Forest University by her appreciation for North Carolina and the university’s strong academic reputation. She went on to earn a Bachelor of Arts in Economics before completing her MBA at Elon University’s Martha and Spencer Love School of Business.
She serves as an Investment Advisor Representative and maintains Securities Licenses 7, 9, 10, 63 and 65, along with licenses in Life, Health, and Long‑Term Care insurance.
Outside the Office
Erin is passionate about the arts, travel, and reading, and values time spent with their four children, extended family, and close friends. She also enjoy staying active through outdoor pursuits, including tennis, pickleball, and golf.
Erin L Cockman, CFP®, MBA
CERTIFIED FINANCIAL PLANNER®
Wealth Advisor I Founder
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Certified Financial Planner™ Professional
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Investment Advisor Representative
(Securities Licenses 7, 9/10, 63 and 65) -
Licensed in Life, Health and Long-term Care insurance
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Master of Business Administration from Elon University, Martha Love School of Business
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BA in Economics
1996 -
MBA
2001
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Alamance ELDERCARE
Past Board Member -
Alamance County Chamber of Commerce
Past Board Member -
Women United Steering Committee, United Way of Alamance COUNTY
Founding Member -
Authoracare
Collective Foundation
Past Board Member -
Open Door Clinic
Past Board Member -
Women’s Resource Center of Alamance County
Past Board President -
Children’s Museum of Alamance County
Past Board Member -
Alamance Community Foundation (ACF)
Board Member
Raymond James is not affiliated with and does not endorse any of these organizations or programs