Milestone Wealth Management

Milestone Wealth Management is a Financial Planner in Burlington, NC, located at 2815 S Church St B. It holds a rating of 5.00 based on reviews.

Erin L Cockman is the Founder and CEO. She is a CERTIFIED FINANCIAL PLANNER professional with more than 25 years of experience. She began her career with Wachovia Investments and launched her first independent firm in 2015. She holds Securities Licenses 7, 9, 10, 63, and 65. She is also licensed in Life, Health, and Long-Term Care Insurances. She earned a Bachelor of Arts degree in Economics from Wake Forest University and an MBA from Elon University.

Dr. Rob Cockman is a Financial Advisor. He has been in the business of helping people since 2003. He worked as a pharmacist and pharmacy owner for 16 years, expanding his first location to own multiple pharmacies in North Carolina and Virginia. He sold his pharmacies in 2019 and joined Milestone Wealth Management in April 2021. He holds a Bachelor of Science degree in Biology from Wake Forest University and a Doctorate of Pharmacy degree from the University of North Carolina at Chapel Hill. He is currently pursuing his securities and insurance licenses.

Lexie Dees is the Office Manager. Will Cockman is the Brand Associate.

Located on South Church Street in Burlington, North Carolina, the firm sits about a fifth of a mile from Holly Hill Mall and Business Center and near Huffman Mill Road.

BizScoreAI awarded the business a Schema and Structure score of 100 out of 100, which ensures that AI assistants and search engines clearly understand what the business is and what it offers. The On-Page score is 70 out of 100, meaning the page titles and descriptions are set up to help search engines match the site to the searches customers actually make.