Erika Bateman joined Inspirion Wealth Advisors in September of 2015 and was named a Partner in December of 2021. A financial services professional since 2002, Erika started her career with Fifth Third Bank. She then spent 10 years in financial planning with Fidelity Investments, providing clients with comprehensive wealth planning. She enjoys many aspects of her job, but is passionate about charitable planning and the impact it can have when there’s a well executed gifting strategy. A CERTIFIED FINANCIAL PLANNER™ professional, Erika received her BA from the University of South Carolina. In her free time, she loves concerts, sporting events, and spending time with her husband and two child

Erika Bateman
Financial Advisor, Partner
Inspirion Wealth Advisors
United States, Illinois, Libertyville
About Me
Profile Information
Financial Advisor, Partner
Inspirion Wealth Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Libertyville
Illinois
United States
Aug 21, 2024
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