Please welcome Erica Sweeney to the Madison Financial Planning Team as an administrative assistant. Erica will work under the leadership of Terri to provide the excellent service experience that you are accustomed to. She can assist with a full range of tasks such as scheduling appointments, account questions/opening, address changes, beneficiary updates, and much more.
Erica has spent over 5 years working directly for advisors and executives in the Financial Services industry. She joined LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program.
Erica is a Florida native and received a Bachelor's degree in Psychology from Florida Gulf Coast University. She has a passion for nature, adventure, and helping others. In her spare time she enjoys gardening, live music and traveling.