First Citizens Wealth appointed Erin McCaskill as director and Atlanta market leader. Based in Atlanta, she reports to Ethan Van Eck, senior director of regional wealth, and will lead a First Citizens team of wealth consultants.
McCaskill is responsible for growing a high-caliber team serving the needs of high-net-worth individuals and families; businesses and corporations; entrepreneurs, founders, investors and nonprofits in the metro Atlanta area. Under her leadership, First Citizens Wealth will further enhance the delivery of the bank’s full range of capabilities, including wealth planning, investment services, trust and fiduciary services, banking and lending.
“Erin’s appointment underscores our continued efforts to expand our business nationally while strengthening our existing presence in the Southeast,” Marc Horgan, executive director of wealth sales at First Citizens, said. “In this role, she will accelerate our growth in Atlanta and bolster the advisory services we offer to our clients in the area.”
McCaskill has over 20 years of financial services experience serving high net worth individuals and families, having joined First Citizens Bank in 2009. She began her career in Columbia, SC, and has served in a variety of wealth management roles and most recently serving as a wealth consultant for the South Carolina market.
“Atlanta continues to distinguish itself as a center of entrepreneurial growth and economic diversity and resilience,” Van Eck said. “Individuals and business owners in the region are driving a dynamic economy, and we look forward to partnering with our clients to help translate that success into long-term, sustainable wealth creation.”
McCaskill is a graduate of University of Virginia with a degree in financial economics and an MBA graduate of University of South Carolina. McCaskill holds a Certified Financial Planner designation and is a Certified Exit Planning Advisor.
