American Portfolios
Erica Smith, CFP®, is a seasoned financial professional with extensive experience in wealth management and insurance brokerage. Currently serving as a CERTIFIED FINANCIAL PLANNER™ at Ocean Crest Wealth Management since October 2020, Erica provides registered representative services in securities through American Portfolios Financial Services, Inc. Additionally, Erica has been an Independent Health, Life, LTC, and Medicare Broker at the Financial Insurance Group of the Palm Beaches since April 2014, specializing in Medicare Supplements and related products. Previous roles include Registered Financial Assistant specializing in retirement planning at Osaic from July 2015 to October 2020, Marketing Director at Legacy Imports, Inc. for seven years, and Office Manager at Financial Realty Group in 2007. Erica holds a Bachelor of Science (B.S.) in Marketing from Florida State University - College of Business.
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American Portfolios
Headquartered in Holbrook, New York, American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company supports independent investment professionals—inclusive of registered assistants and non-registered associates—throughout the nation. American Portfolios has numerous recognitions by a number of industry publications and organizations. Such acknowledgment includes: multiple Broker-Dealer of the Year (Division III) wins by Investment Advisor magazine; multiple ThinkAdvisor LUMINARIES awards; multiple finalist and award wins by WealthManagement.com Industry Award in multiple categories; Corporate Citizen of the Year by Long Island Business News; multiple top placements as one of the Best Companies to Work for in the state of New York by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces.