Elizabeth strives to always be trustworthy and caring, two qualities that help her build and maintain deep relationships with clients. She serves a wide range of clients and their families at all stages of their financial lives. She believes in being a dedicated partner for clients and a source of clarity for their financial needs.
A graduate of the University of North Carolina, Elizabeth has a Bachelor of Science degree in accounting. She previously served as an office administrator at her branch with Edward Jones.
Since its founding in 1962, Raymond James has been guided by a bedrock principle: “The client comes first.” This was evident in its novel approach to the business of wealth, in which advisors and their clients worked as partners, creating long-term plans tailored to clients’ specific needs and long-term financial wellbeing. Elizabeth shares this approach, helping clients of her practice live their lives and pursue their goals with confidence.
On a day-to-day basis, Elizabeth is responsible for all administrative tasks as well as meeting the needs of clients when they visit the office.
Outside the office, Elizabeth enjoys hosting gatherings with her husband for family and friends, spending time outside and traveling. She has been to 49 of the 50 US states, and hopes to complete her journey soon. Originally from Wallace, North Carolina, she currently resides in Clinton with her husband, Donnie.