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Erin Sweatt

Paraplanner

Erin's Story

“Financial planning is more than just a technical exercise…it’s planning for your life. I love helping clients do it and then later, achieving the goals they set in the process."

As a Paraplanner, Erin works 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. Prior to Global View, Erin began her career at another fee-only firm. She competed in the National Financial Planning Student Challenge in 2014. Erin was awarded the United Capital Outstanding Student Award.

Erin volunteers her time with the following organizations: Greenville Chamber Young Professionals- Committee Member, Habitat for Humanity- Family Selection Committee, Meals on Wheels Young Professional- Council Member, PAALS Volunteer, and Junior League Member. She was a member of Gamma Sigma Sigma (National Service Sorority), and Student Financial Planning Association during college. 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, watching basketball and football, and working out. Erin is a member and childcare volunteer at Grace Downtown. She currently resides in Greenville with her dogs, Linus and Lucy.

Other Team Members

CFP® - Founder - Confusopoly Translator & Chief Investment Officer
CFP® - Partner - Retirement Transition Specialist
CFP® - Partner - Retirement Income Specialist
JD - Wealth Planning Strategist
Client Service Manager
Accountant - Paraplanner

Talk with Erin