Private Wealth Registered Client Associate
In February 2018 Elizabeth joined Wells Fargo Advisors, bringing with her over a decade of diligently serving clients in the financial services industry. Prior to joining the team, Elizabeth held client relationship roles with Merrill Lynch and JP Morgan’s Private Bank. Elizabeth earned her Bachelor’s degree in Finance and Business Management at the City University of New York. Elizabeth is a New York native who relocated to Orlando, FL in 2018 with her husband and two children. Elizabeth serves as our team development professional and strives to ensure our clients are the most important asset of our organization. She is responsible for keeping our practice aligned with our mission and that we are operating to the highest industry standards.