Elizabeth A. Robertson is a Financial Advisor and Branch Manager for Raymond James and Associates located in Lexington, Kentucky. In 2007, she began her career with Morgan Keegan which was acquired by Raymond James in 2012.
In additional to a Series 7, 66, 31, 9, & 10, life and health insurance licenses, she also maintains a CDFA©: Certified Divorce Financial Analyst license, allowing her to partner with attorneys to find fair settlements for their clients* and is a CPFA©: Certified Plan Fiduciary Advisor. These are financial professionals that demonstrate expertise with retirement plans, including 401(k)s, 403(b)s and other defined contribution plans.
As a producing-manager, Elizabeth and her team share a goal of providing superior service to their clients by developing long-term relationships. 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. The Bourbon County native lives in Lexington with her husband Eric and their two boys. Currently, she volunteers as Treasurer for Horse Country, a not for profit, whose mission is to develop fans of horses, farms and other equine industry entities through immersive tourism experiences. This has brought Elizabeth full circle to the horse business in which she was raised and something her family enjoys when not at local baseball park.