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Erika Bateman

Financial Advisor, Partner

Inspirion Wealth Advisors

United States, Illinois, Libertyville

About Me

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

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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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