Elizabeth Robertson is a Financial Advisor and Branch Manager for the Lexington, Kentucky Branch of Raymond James located in downtown Lexington. In 2007, she began her career with Morgan Keegan which was acquired by Raymond James in 2012. In addition to a Series 7, 66, 31, 9, & 10, life and health insurance licenses, she maintains a CDFA: Certified Divorce Financial Analyst credential, allowing her to partner with attorneys to find fair settlements for their clients*. Elizabeth has also earned her CPFA™: Certified Plan Fiduciary Advisor credential. Advisors who earn the CPFA act as a plan Fiduciary demonstrating the knowledge, experience and commitment to working with retirement plans.
As a producing-manager, Elizabeth and her team share a goal of providing quality service to their clients by developing long-term relationships based on an in-depth understanding of each client’s unique needs. Using professional portfolio management and a goal-based practice she prides herself on personally customizing each financial plan.
Elizabeth attended Sayre School and Southern Methodist University where she continues to be an active alumni member as well as supporting the local house board of her sorority, Kappa Kappa Gamma. The Bourbon County native lives in Lexington with her husband Eric and their two sons.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.