Rachel Erickson
Client Relations Manager
Rachel Erickson serves as a Client Relations Manager, bringing a thoughtful, service-driven approach to supporting clients and enhancing their overall experience. Based in Charlotte, North Carolina, Rachel works out of the firm’s Atlanta office.
Rachel graduated magna cum laude from the University of Mississippi (Ole Miss) and spent seven years teaching second and third grade at Trinity School in Atlanta before transitioning into the financial services industry. She is passionate about helping individuals and families create meaningful value in their lives, recognizing the important connection between financial well-being and overall quality of life.
Rachel’s values are deeply rooted in the example set by her parents, whose selflessness, generosity, and integrity continue to inspire her both personally and professionally. Their example has shaped her empathetic nature, strong work ethic, and commitment to serving others.
Originally from Atlanta, Rachel and her husband, Adam, reside in Charlotte with their young son, Walker, and two rescue dogs, Stella and Coco. Outside of work, Rachel enjoys spending time with her family, traveling, and being outdoors. She is a devoted Ole Miss football fan, while her husband supports the University of Georgia, making for a fun household rivalry each fall.
Education, Training, Memberships
- University of Mississippi - Bachelor of Arts in Education, Magna Cum Laude
- Notary Public – State of North Carolina
Ashford Advisors is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.