Client Relationship Manager
Current
The Financial Planning Group
May 2023 - Present
AeroLeads people directory · profile
Erin Stevenson Email & Phone Number
Client Relationship Manager
at
The Financial Planning Group
1 work email found
@cedarbrookfinancial.com
1 phone found area 248
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
The Financial Planning Group
Role
Client Relationship Manager
Location
Waterford, Michigan, United States
Who is Erin Stevenson? Overview
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Quick answer
Erin Stevenson is listed as Client Relationship Manager at The Financial Planning Group, based in Waterford, Michigan, United States. AeroLeads shows a work email signal at cedarbrookfinancial.com, phone signal with area code 248, and a matched LinkedIn profile for Erin Stevenson.
Erin Stevenson previously worked as Client Service Associate at Cedar Brook Financial Partners and Client Relationship Manager at Tfg Advisors. Erin Stevenson holds Bachelor Of Arts In Sociology, Specialization In Social Welfare And Social Services from University Of Michigan.
Company email context
Email format at The Financial Planning Group
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{first_initial}{last}@cedarbrookfinancial.com
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AeroLeads found 1 current-domain work email signal for Erin Stevenson. Compare company email patterns before reaching out.
Profile bio
About Erin Stevenson
Common Misspellings include: Erin Stephenson, Erin Stevensen, Erin Stephensen [My Compliance Department will not allow me to show any endorsements or recommendations on LinkedIn in order to comply with SEC and FINRA regulations. My apologies for not sharing any endorsements.]
Listed skills include Retirement Planning, Investments, Strategic Financial Planning, Life Insurance, and 6 others.
Current workplace
Erin Stevenson's current company
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The Financial Planning Group
4 roles
Erin Stevenson work experience
A career timeline built from the work history available for this profile.
Client Service Associate
Cedar Brook Financial Partners
- As a Client Service Associate for Cedar Brook Financial Services LLC, I provided office management and administrative assistance to Judi Hernandez, CFP®. I coordinated client appointments and addressed client service.
- Objective: As an independent firm, our professionals focus on our clients’ best interests.
- Service oriented: We provide highly customized solutions; each of our clients is unique.
- Professionals: Our 50-plus professionals offer clients deep experience in each of our business practice areas.Cedar Brook Financial Partners offers:
- Financial Planning
- Wealth Management
Oct 2013 - May 2023
Client Relationship Manager
Tfg Advisors
- Managed schedules for three advisors in two offices for over 200 clients in over 10 states
- Coordinated first impressions of clients and visitors as the voice and face of the company
- Guided and directed the client experience from initial contact through to a lasting relationship
- Fostered strong relationships between the clients, advisors, strategic alliances, and vendors
- Handled sensitive issues with gracious, honest integrity
- Developed and implemented company wide use of new CRM software
Mar 2008 - Feb 2013
Studio Manager
Picture Me Portrait Studio
- Quickly and effectively solved customer challenges
- Fostered excellent client and host relations
- Trained new associates to rise up toward excellence
- Improved organization in filing systems, day to day procedure and overall tidiness
- Mastered and implemented new computer system
- Generated new business
Jan 2007 - Mar 2008
1 education record
Erin Stevenson education
-
University Of Michigan
FAQ
Frequently asked questions about Erin Stevenson
Quick answers generated from the profile data available on this page.
What company does Erin Stevenson work for?
Erin Stevenson works for The Financial Planning Group.
What is Erin Stevenson's role at The Financial Planning Group?
Erin Stevenson is listed as Client Relationship Manager at The Financial Planning Group.
What is Erin Stevenson's email address?
AeroLeads has found 1 work email signal at @cedarbrookfinancial.com for Erin Stevenson at The Financial Planning Group.
What is Erin Stevenson's phone number?
AeroLeads has found 1 phone signal(s) with area code 248 for Erin Stevenson at The Financial Planning Group.
Where is Erin Stevenson based?
Erin Stevenson is based in Waterford, Michigan, United States while working with The Financial Planning Group.
What companies has Erin Stevenson worked for?
Erin Stevenson has worked for The Financial Planning Group, Cedar Brook Financial Partners, Tfg Advisors, and Picture Me Portrait Studio.
How can I contact Erin Stevenson?
You can use AeroLeads to view verified contact signals for Erin Stevenson at The Financial Planning Group, including work email, phone, and LinkedIn data when available.
What schools did Erin Stevenson attend?
Erin Stevenson holds Bachelor Of Arts In Sociology, Specialization In Social Welfare And Social Services from University Of Michigan.
What skills is Erin Stevenson known for?
Erin Stevenson is listed with skills including Retirement Planning, Investments, Strategic Financial Planning, Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, and Financial Planning.
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