Wheeling Branch

  • Elizabeth Sullivan-Pernell

    Private Client Assistant

    Office Manager

Elizabeth began working in the investment industry in 2006 where her quick adaptations to the regulatory rules and internal procedures have proved invaluable. She also possesses a keen sense of understanding client needs and what it takes to build and maintain client relationships which serves to heighten the client experience in working with a successful financial firm.

Outside the office, Elizabeth has a BS Degree in Business Administration from West Liberty State College and a Masters in Organizational Leadership from Wheeling Jesuit University. As an active member in the community, she is a member in good standing of the Wheeling Elks Lodge #28 where she is a PER, Grant Coordinator, and Board member for the WV Elks Major Project, Inc. Children Campus. In addition, she is a Board member for the local Habitat for Humanity of Wheeling, member of the Moundsville Area Chamber of Commerce and is also a member of the First Church of God in McMechen.