Global View Investment Blog

Erin Sweatt has joined Global View

Erin Sweatt - Investment Advisors Erin Sweatt - Investment Advisors

We are excited to announce that Erin Sweatt has joined the Global View Team.  As a Para Planner, Erin will work alongside of our Advisors in managing client relationships and special financial planning needs, including retirement transition, education and estate planning.

Prior to Global View, Erin began her career at another fee only firm. With a Bachelor of Science in Financial Planning from the University of Georgia, Erin brings a depth of knowledge of financial planning and knowledge of cutting edge planning tools and strategies.

She competed in the National Financial Planning Student Challenge in 2014. Erin was awarded the United Capital Outstanding Student Award. Erin is a member of the Financial Planning Association. She is a South Carolina Jaycee Member, PAALS volunteer and very involved in Habitat for Humanity as a Financial Assessor. She was a member of Gamma Sigma Sigma (National Service Sorority), and Student Financial Planning Association. She also held leadership roles in both of these organizations while being a puppy raiser for the Guide Dog Foundation for the Blind.

When she is not working, Erin enjoys spending time outdoors, with friends, and working out. She currently resides in Greenville with her dog, Linus.

 

Joe Hines

Written by Joe Hines

Joey's primary focus is working with clients in the goals setting and financial planning process. He has extensive experience is in helping clients facilitate the decision making process, leading them through the implementation of their financial plan and contributing to their peace of mind. This includes helping clients gain an understanding of estate planning, charitable giving, and helping them implement these plans by working closely with estate planning attorneys.

Are you on track for the future you want?

Schedule a free, no-strings-attached portfolio review today.

Talk With Us