With more than 25 years of financial services experience, Elan is a valuable member of Mike Witt’s team. Her responsibilities include account set up and management, portfolio trading, money movement and client reporting. While Mike is the team strategist, Elan manages our clients’ day to day service and support needs. She is proactive and client-centered and provides timely, accurate and meaningful solutions to client issues.
After earning her bachelor’s degree in psychology from the University of California at Davis, Elan held banking positions at Wells Fargo Bank and Citibank. She then became Series 7 and 63 licensed and held the position of Investment Consultant with Citicorp Investment Services and then Registered Representative at Protected Investors of America in San Francisco.
Originally from San Francisco, Elan lives in Alpharetta with her husband, Mark, and children Nathan, Jacy, and Grace. Before joining Raymond James with Mike in 2014, she worked with him as a Senior Client Associate at Wells Fargo Advisors and as a registered assistant at SunTrust Securities. Elan is active in her community and also enjoys running, cycling, and art history.