Elizabeth A. Wilson

Manager, Client Services

Enjoying over a decade of Trusts & Estates Planning experience, Elizabeth completed her undergraduate degree, then graduated from the prominent Philadelphia Institute for Legal Studies, garnering a position within Maryland's largest Law Firm – Ober, Kaler, Grimes and Shriver. Soon after, Elizabeth obtained her Master's Degree in Business Administration (M.B.A.), then received a position within Trusts & Estates in Chicago at The First Chicago Trust Company. Thereafter, she was recruited to Estates & Trusts within Wells Fargo & Company. At Raymond James, Elizabeth manages Estates & Client services, assisting Clients and Advisors in all client service facets of financial & wealth planning. Outside of The Practice, she sits on various community association boards of directors and is an avid long-distance runner.

 

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