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
Why High Income Doesn’t Automatically Lead to Wealth
Why High Income Doesn't Automatically Lead to WealthYou know the type. Maybe you are the type. The big salary, the nice house, the busy calendar, and somehow, at the end of every month, not much left over. There's even a name for it: HENRY, short for High Earner, Not...
Why Wealth Is Being Created Before Companies Go Public
The Velvet Rope Series | 01MBA, CFP®, AIFA®, CLU®, ChFC®There used to be a specific, bell-ringing moment when regular investors got their shot at the future. It was called an IPO. A company would spend years building something extraordinary, then throw open the doors...
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 Real Risk Isn’t Volatility. It’s How You Respond.
The Real Risk Isn’t Volatility. It’s How You Respond.Market volatility tends to get a lot of attention. Headlines pick it up quickly. Conversations shift. And even long-term investors start to feel a sense of uncertainty when markets move more than usual. It’s a...
Why Most Financial Plans Break Down
Why Most Financial Plans Break Down and How to Build One That Holds UpIf you have a financial plan, you’re already ahead of most people. But there’s a difference between having a plan… and having one that actually works when life gets unpredictable. Most plans look...
How Taxes Can Quietly Erode Your Investment Returns
How Taxes Can Quietly Erode Your Investment ReturnsMost people we talk to are doing the right things. They’re saving consistently. They’re investing. They’ve built momentum and are making thoughtful decisions about their future. But as life evolves, so does the...