Elizabeth Perry Cothren, CFP

I became a financial advisor because I love helping people see the bigger picture. Financial success isn't just about accumulating wealth, it's about using that wealth to support the life you want to live, the people you care about, and the legacy you hope to leave behind. I find it incredibly rewarding to help clients bring all the pieces together so they can move forward with clarity, confidence, and purpose.

I am passionate about working with multi-generational families who want to make the most of both their wealth and their lives. Many of my clients have spent decades building their financial foundation, and they want more than investment advice, they want a thoughtful plan that allows them to enjoy the present while preparing future generations. I enjoy helping families have meaningful conversations about money, while fostering financial responsibility, and creating strategies that allow wealth to become a source of opportunity with a lasting impact.

As a CERTIFIED FINANCIAL PLANNER® professional, I take a comprehensive approach to wealth management, helping clients integrate investment, retirement, tax, and estate planning strategies into a cohesive plan. My goal is to provide thoughtful guidance and personalized advice that helps clients make informed decisions and pursue their long-term financial objectives with confidence.

Before entering the financial services industry, I spent nearly a decade in healthcare consulting, helping independent physicians navigate complex business and financial decisions. I am a Winston-Salem native, graduated from the University of North Carolina at Chapel Hill and began my career in Washington, D.C., before returning to North Carolina and joining Wells Fargo Advisors in 2018.

Outside of work, my husband and I stay busy with our two young children and all the joys that come with raising a young family. We enjoy spending time outdoors, traveling when we can, and making the most of our time together in Charlotte.

I believe some of the most meaningful financial conversations have very little to do with money. They are conversations about family, values, goals, and the legacy clients hope to leave behind. My goal is for every client to leave a meeting with greater clarity and confidence than when they arrived.