Erica Lyall
Financial Advisor
CFP®, CDFA®
Turning Life’s Transitions Into Financial Empowerment
Erica Lyall is dedicated to helping women 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.
Legacy Planning
Endowment Strategies
Investment Strategies
Charitable Giving
Estate Planning
Succession Planning
Tax Planning
Business Planning
Recent Blogs & Content
AI vs. Human Financial Advisor: Why the Relationship Still Matters
In a World of AI and Automation, the Relationship Still MattersThere is no denying it. Technology has fundamentally changed the way we invest. We can access markets instantly. We can track performance in real time. We can model scenarios, rebalance portfolios, and...
Trump Accounts
Trump Accounts: A Smart Head Start for Your Child’s Financial FutureIf you’ve welcomed a new baby recently or are planning to in the next few years, there’s a new opportunity worth understanding. It’s called a Trump Account, and while it may not get as much attention...
Downstream Decisions: Why RMDs Matter Long Before They Start
Downstream Decisions: Why RMDs Matter Long Before They StartMost people think about Required Minimum Distributions (RMDs) right around the time they are forced to take one. Until then, RMDs feel like a future technicality. In reality, the most important RMD decisions...
Built for the Storm
Built for the Storm: How We Engineer Resilience Into Your Financial PlanEvery investor knows market volatility is inevitable. Economic uncertainty isn't a temporary event; it's a permanent feature of the global financial landscape. When headlines scream about...
3 Questions Every Family Should Be Asking About Their Financial Plan
3 Questions Every Family Should Be Asking About Their Financial PlanMost people measure the success of their financial plan with a single question: "How are my investments performing?" While performance is important, it is the result of a plan, not the plan itself. To...
We Don’t Time the Market
We Don’t Time the Market, Here’s What We Do InsteadThe temptation is universal. When markets surge, investors feel the need to chase the rally. When volatility hits and the news reports "chaos," the instinctive urge is to panic-sell. This emotional cycle of buying...
