Cpwa® Erik D. Averill

Erik D. Averill is a seasoned professional in the realm of wealth management and financial planning. He leverages his expertise to optimize wealth for individuals, enabling them to make a substantial impact across various facets of their lives.

Erik's academic journey includes a deep dive into Wealth Management Theory & Practice at Yale School of Management. Additionally, he has honed his skills in Personal Financial Planning and Finance & Financial Management Services at the University of California, Los Angeles, and Arizona State University respectively.

Within his professional tenure, Erik has been associated with esteemed organizations like AWM Capital, where he currently serves as a Partner. Prior to this, he held Partner positions in the same organization. His experience also includes roles at renowned institutions such as Morgan Stanley as a Financial Advisor - Financial Planning Specialist and an internship at Smith Barney.

Beyond his financial endeavors, Erik D. Averill has also ventured into the realm of sports as a Professional Athlete with the Detroit Tigers, showcasing his versatility and dynamic skill set.