Elise Feldman has been serving the financial needs of professionals, business owners, and their families for over 21 years.
Elise began her career first with Connecticut General Life Insurance Company, and then in the actuarial industry specializing in qualified retirement plans as well as non-qualified plans and welfare benefit plans.
At the request of clients, Elise joined the wealth management arena over 20 years ago. Upon joining Raymond James in November 2018, Elise was able to utilize Raymond James’ extensive resources including specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding, and more. Along with her associates at 1792 Wealth Advisors, Elise works diligently to help her clients develop their personal financial and investment strategies. By working with her clients to fully understand their objectives and tolerance for risk, Elise can work closely with her clients to develop the tools designed to pursue their long-term financial goals.
Originally from Middlesex, New Jersey, Elise received her BS from Chatham College, her MLS from the University of Pittsburgh, and her CPC designation from the American Society of Pension Actuaries. Prior to this year, Elise founded and owned Feldman Benefit Services, Inc, an actuarial firm now affiliated with Economic Group Pension Services, Inc in New York City. Away from the business, Elise is the President of the Axelrod Contemporary Ballet Theater and active in the Jewish Federation in the Heart of New Jersey.
Raymond James is not affiliated with the above organizations and/or charitable causes.