Global View Investment Blog

Erin Milner

Erin Milner

Erin works as a paraplanner alongside our Advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning. Erin began working in the financial advisory business upon graduating from the University of Georgia with a BS in Financial Planning in 2015. She competed in the National Financial Planning Student Challenge in 2014. Erin is a member of the Financial Planning Association. She volunteers at Habitat for Humanity as a Financial Assessor.

Recent Posts

Charitable Giving Strategies: A Tax-Smart Approach to Making a Difference

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3 Retirement Myths That Could Cost You

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Worried About Your Retirement? A Fiduciary Can Help

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College Savings 101: A Greenville Parent's Guide to Planning for Higher Education

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Lunchbox Lessons: Teaching Kids About Money Management

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How a Greenville Fiduciary Advisor Charts Your Path to Financial Freedom

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Refresh Your Finances: A Fiduciary’s Spring Cleaning Guide

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Women's History Month: How to Take Charge of Your Financial Future!

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Trailblazing Black Financial Pioneers: Celebrating Black History Month

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Navigating Generosity in the New Year: A Compassionate Approach to Giving

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