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Erik Milam, Cfp®, Ceft, Rlp Email & Phone Number

Financial Planner at TrustCore Financial
Location: Nashville Metropolitan Area, United States 4 work roles 2 schools
1 work email found @trustcore.com 3 phones found area 615 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email e****@trustcore.com
Direct phone (615) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
TrustCore Financial
Role
Financial Planner
Location
Nashville Metropolitan Area, United States

Who is Erik Milam, Cfp®, Ceft, Rlp? Overview

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Quick answer

Erik Milam, Cfp®, Ceft, Rlp is listed as Financial Planner at TrustCore Financial, based in Nashville Metropolitan Area, United States. AeroLeads shows a work email signal at trustcore.com, phone signal with area code 615, and a matched LinkedIn profile for Erik Milam, Cfp®, Ceft, Rlp.

Erik Milam, Cfp®, Ceft, Rlp previously worked as Principal, Financial Advisor at Captrust and Partner, Senior Financial Planner at Trustcore Financial. Erik Milam, Cfp®, Ceft, Rlp holds Bachelor Of Business Administration (Bba), Double Major In Financial Planning And Services, And Entreprenuership from Baylor University - Hankamer School Of Business.

Company email context

Email format at TrustCore Financial

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*@trustcore.com
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AeroLeads found 1 current-domain work email signal for Erik Milam, Cfp®, Ceft, Rlp. Compare company email patterns before reaching out.

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Profile bio

About Erik Milam, Cfp®, Ceft, Rlp

Erik joined CAPTRUST in 2022 from TrustCore Financial Services with over 19 years’ experience. He serves as a principal and financial advisor, specializing in financial transitions planning to ensure clients navigate financial change thoughtfully and effectively throughout their financial lives. Using a personalized planning process, Erik strives to help clients get organized, clarify their unique goals, and implement financial strategies to maximize both wealth and quality of life. Typical clients include business owners, professional couples, sudden money recipients, songwriters, and retirees. Erik holds a Bachelor of Business Administration degree from Baylor University and the designations of CERTIFIED FINANCIAL PLANNER®, Certified Financial Transitionist®, and Registered Life Planner®. He has been featured in both national and local publications and received the Top 40 under 40 award (2014) from InvestmentNews and Power Leader in Finance (2018) from the Nashville Business Journal. He is a member of the Rotary Club of Nashville, a member of the Purposeful Planning Institute, and the current president elect and secretary of the Financial Planning Association of Middle Tennessee. Out of the office, Erik enjoys public speaking, golfing, playing guitar, and spending time with his family.

Listed skills include Certified Financial Planner, Personal Financial Planning, Investment Advisory Services, Income Tax Minimization, and 8 others.

Current workplace

Erik Milam, Cfp®, Ceft, Rlp's current company

Company context helps verify the profile and gives searchers a useful next step.

TrustCore Financial
Trustcore Financial
Financial Planner
Nashville, TN, US
Website
captrustadvisors.com
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4 roles

Erik Milam, Cfp®, Ceft, Rlp work experience

A career timeline built from the work history available for this profile.

Principal, Financial Advisor

Current
Captrust

Raleigh, Nc, Us

In 1989, the founders of CAPTRUST joined together to provide institutional and private investors an independent and objective choice for financial advice and fiduciary support.Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment to independence and transparency has enabled CAPTRUST to grow from the vision of its entrepreneurial founders to one of the largest independent advisory firms in the country.At CAPTRUST, we believe investment advisory firms are only as strong as the people who create the advice. Moreover, as the demands of a global economy and a vastly underfunded retirement system converge on institutions, corporations, and individual investors alike, we believe advice focused solely on investment performance will fall woefully short in helping clients navigate the road ahead with confidence.

Dec 2022 - Present

Partner, Senior Financial Planner

Trustcore Financial
Jan 2004 - Dec 2022
Team & coworkers

Colleagues at TrustCore Financial

Other employees you can reach at captrustadvisors.com. View company contacts →

AH Alexa Hladick Alexa Hladick Colleague at Trustcore FinancialNew Hyde Park, New York, United States View → AP Aisha P. Aisha P. Colleague at Trustcore FinancialUnited States View → ZF Zachary Feldman Zachary Feldman Colleague at Trustcore FinancialGreater Phoenix Area, United States View → TB Terri Bandy Terri Bandy Colleague at Trustcore FinancialMontgomery, Alabama, United States View → OB Olivia Baffour Clu® Olivia Baffour Clu® Colleague at Trustcore FinancialGreenville, South Carolina, United States View → GF Gina Farley Gina Farley Colleague at Trustcore FinancialTempe, Arizona, United States View → EC Ellen Crowley Ellen Crowley Colleague at Trustcore FinancialRaleigh, North Carolina, United States View → MR Melanie Riddle Melanie Riddle Colleague at Trustcore FinancialPittsburgh, Pennsylvania, United States View → EJ Evan Judge,Cfa,Cfp® Evan Judge,Cfa,Cfp® Colleague at Trustcore FinancialScottsdale, Arizona, United States View → VW Veronica Willoughby Veronica Willoughby Colleague at Trustcore FinancialRaleigh, North Carolina, United States View →
2 education records

Erik Milam, Cfp®, Ceft, Rlp education

Bachelor Of Business Administration (Bba), Double Major In Financial Planning And Services, And Entreprenuership

Baylor University - Hankamer School Of Business

Education record

Montgomery Bell Academy
FAQ

Frequently asked questions about Erik Milam, Cfp®, Ceft, Rlp

Quick answers generated from the profile data available on this page.

What company does Erik Milam, Cfp®, Ceft, Rlp work for?

Erik Milam, Cfp®, Ceft, Rlp works for TrustCore Financial.

What is Erik Milam, Cfp®, Ceft, Rlp's role at TrustCore Financial?

Erik Milam, Cfp®, Ceft, Rlp is listed as Financial Planner at TrustCore Financial.

What is Erik Milam, Cfp®, Ceft, Rlp's email address?

AeroLeads has found 1 work email signal at @trustcore.com for Erik Milam, Cfp®, Ceft, Rlp at TrustCore Financial.

What is Erik Milam, Cfp®, Ceft, Rlp's phone number?

AeroLeads has found 3 phone signal(s) with area code 615 for Erik Milam, Cfp®, Ceft, Rlp at TrustCore Financial.

Where is Erik Milam, Cfp®, Ceft, Rlp based?

Erik Milam, Cfp®, Ceft, Rlp is based in Nashville Metropolitan Area, United States while working with TrustCore Financial.

What companies has Erik Milam, Cfp®, Ceft, Rlp worked for?

Erik Milam, Cfp®, Ceft, Rlp has worked for Trustcore Financial, Captrust, and Curb Records.

Who are Erik Milam, Cfp®, Ceft, Rlp's colleagues at TrustCore Financial?

Erik Milam, Cfp®, Ceft, Rlp's colleagues at TrustCore Financial include Alexa Hladick, Aisha P., Zachary Feldman, Terri Bandy, and Olivia Baffour Clu®.

How can I contact Erik Milam, Cfp®, Ceft, Rlp?

You can use AeroLeads to view verified contact signals for Erik Milam, Cfp®, Ceft, Rlp at TrustCore Financial, including work email, phone, and LinkedIn data when available.

What schools did Erik Milam, Cfp®, Ceft, Rlp attend?

Erik Milam, Cfp®, Ceft, Rlp holds Bachelor Of Business Administration (Bba), Double Major In Financial Planning And Services, And Entreprenuership from Baylor University - Hankamer School Of Business.

What skills is Erik Milam, Cfp®, Ceft, Rlp known for?

Erik Milam, Cfp®, Ceft, Rlp is listed with skills including Certified Financial Planner, Personal Financial Planning, Investment Advisory Services, Income Tax Minimization, Transition Planning, Life Insurance Analysis, Debt Financing Strategies, and Education Planning.

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