Elizabeth has over 25 years of experience in the sales and marketing field. A creative, results-oriented, strategic thinker, she is committed to planning social and educational events to enhance the client experience. She also manages multi-channel marketing campaigns and works with her team’s professional partners to broaden their network. Elizabeth is proud to go above and beyond to help clients and their advisors.
A graduate of Michigan State University, Elizabeth holds a bachelor’s degree in business communications. She began her career in the financial services industry in the sales and marketing field as an account executive with GE Capital. She later worked as a sales representative for Worth New York and Sarah Campbell. In 2018, Elizabeth joined Peninsula Private Wealth at UBS to lead the team’s marketing and event initiatives. In 2019, she proudly joined Raymond James.
Elizabeth is an active member of her community and is the co-chair and a board member of Young Life Birmingham, as well as the founder and member of the Detroit Water Polo Club. She has volunteered for the Shades of Pink Foundation, Junior League of Birmingham and Birmingham Schools.
Originally from Bloomfield Hills, Michigan, Elizabeth now lives in Birmingham with her husband, Ted, and their children, Cameron and Katherine. Traveling with her family, swimming and interior design are a few of her many interests.