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Erica M

Series 63, Series 66

Sun City, AZ

Westminster Financial Advisory Corp

Erica Melissa is a financial advisor with Westminster Financial Advisory Corporation, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Westminster Financial Advisory Corporation since 2008 and Westminster Financial Securities, Inc. since 2009. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm focuses on diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and option strategies.

Income planning Annuities Retirement income strategy Options & derivatives strategies Wealth management Founder/Business Owner Retired Executive Approaching retirement Married/Couples/Partners
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