Elizabeth is a dedicated Financial Advisor with a strong focus on developing comprehensive financial plans tailored to each client’s unique needs. Holding Series 7 and 66 licenses and a Wealth Management Specialist designation, she brings a wealth of knowledge and expertise to the table. Elizabeth takes a holistic view on the financial planning process, ensuring that all aspects of a client’s life are integrated into the plan. Her personalized style helps clients pursue their financial goals with confidence and clarity.
In addition to her planning expertise, Elizabeth serves as the coordinator for our Family Office service for high‑net‑worth clients, ensuring a seamless and elevated experience for families with more complex needs. She also supports daily operations and helps manage client relationships with care and consistency. Her attention to detail and supportive nature ensures a smooth client experience and high‑quality service at every step.
Elizabeth graduated from the University of Kentucky and received a degree in Finance and Marketing. Originally from Lexington, Kentucky, she now resides in West Palm Beach, Florida. She began her career in the financial services industry at Raymond James in 2024.
Elizabeth is actively involved in her community, serving as a member of the Palm Beach Chamber of Commerce and leading the revitalization of the University of Kentucky South Florida Alumni Club. She’s passionate about creating meaningful connections both personally and professionally. Outside of work, Elizabeth enjoys spending time with friends and family, traveling to new places, and staying active — especially on the pickleball court.