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
What Institutions Have Known for Decades: The Yale Endowment Story
Behind The Velvet Rope Series | 02MBA, CFP®, AIFA®, CLU®, ChFC®In 1985, Yale University's endowment stood at $1.3 billion. It was invested roughly the way you might expect a conservative institution to invest: mostly domestic stocks, bonds, and cash. It resembled a...
SpaceX Is Public
Here's How I'm Thinking About ItMBA, CFP®, AIFA®, CLU®, ChFC®I've gotten more questions about a single stock in the past week than I have in a long time, so let me get ahead of the rest of them. SpaceX went public on June 12, and the reaction has been loud enough that...
What a Year of AI Implementation Taught Our Advisory Firm
Vice President of Strategic GrowthOur firm has spent the past year putting AI to work deliberately, with the same discipline we bring to managing our clients’ wealth. Here is the standard we hold every technology decision to, and why it matters as much for the people...
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
Behind 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...
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...