Erica Lyall
CFP®, CDFA®
Financial Advisor
Turning Life’s Transitions Into Financial Empowerment
Erica Lyall is dedicated to helping people build confidence and clarity in their financial lives—particularly during times of change. Having experienced divorce herself and seen family members navigate similar challenges, Erica understands the emotional and financial complexities that come with major transitions. Her passion is helping clients find stability, independence, and renewed purpose through sound financial planning.
As both a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst™, Erica partners closely with clients and their professional teams—including attorneys and tax professionals—to create comprehensive strategies that align with long-term goals. Her approach blends technical expertise with empathy, helping clients make informed decisions and move forward with confidence.
With more than 20 years of experience in wealth management and philanthropy, Erica has built trusted relationships with individuals and families focused on their legacies and financial well-being. Before joining Strategic Advisory Partners, she served as a Wealth Management Advisor at BB&T (now Truist) and at boutique firms such as Hutchinson Family Offices, where she specialized in supporting women through divorce and beyond.
Erica earned her B.A. in Economics and Spanish from Wake Forest University. She lives in Lewisville with her son, family, and pets, and enjoys volunteering and being active in her community.
Recent Blogs & Content
Phased Retirement: Should I Go Part-Time First?
Should I Work Part-Time Before I Fully Retire?Dear Erica, I’m 63 and starting to think seriously about retirement, but I’m not sure I’m ready to stop working completely. I’ve been wondering about cutting back to part-time for a year or two first as a way to ease into...
Estate Planning Beyond a Will: What Your Family Needs to Know
We Have a Will. What Else Should We Be Doing?Dear Erica, My father passed away last spring. He had a will, so we thought we were prepared. But it still took us months to piece everything together: where his accounts were held, which insurance policies existed, even...
How Much Do I Need to Retire?
How Much Do I Need to Retire?Dear Erica, My spouse and I are hoping to retire within the next five years. We’ve saved consistently, but I still worry about whether we’ve saved enough. Everywhere I look, someone offers a different benchmark; $1 million, 10 times your...
The First Step in Divorce
The First Step in Divorce:Get Organized Before You Make Financial DecisionsIf you’re facing separation or divorce, you probably have a long list of questions.“What happens to the house?” “Will I have enough to retire?” “How will our assets be divided?”Those are...
Why Retirement Planning Looks Different for Women
Why Retirement Planning Looks Different for WomenFor decades, retirement planning was often framed around a traditional model: one primary earner, one long-term career path, and a relatively predictable financial timeline. But for many women, life and finances rarely...
The Rise of Women and Wealth in America
The Rise of Women and Wealth in AmericaOver the past few years, I have noticed something changing. More women are stepping into financial leadership roles. Not quietly. Not secondarily. But intentionally. Some are building wealth through their careers. Some are...