Liz has 30 years of industry experience as a financial advisor. She joined RBC Wealth Management in 2008 and is based in Westport, Connecticut. She helps individuals and business owners manage their wealth from the very beginning phases of accumulation to retirement income planning, as well as through estate planning services, legacy gifting and distributions.
Liz graduated from Trinity College in Washington, D.C., where she received a BA in economics. She passed the FINRA Series 7, 63 and 65 exams. In addition, she holds life insurance and annuity licenses.
Raised in Syracuse, New York, Liz moved to Wilton, Connecticut, in 1995, where she and husband, Michael, raised their five children. She is active in her community and volunteers with the American Red Cross and the Michael J. Fox Foundation.
From 2015 through 2022, Liz was honored to have served as a board member for the Women’s Association of Financial Advisors (WAFA) at RBC Wealth Management. The mission of WAFA is to recruit, retain and enhance the productivity of women financial advisors and branch directors at RBC. Liz is a member of WAFA, Proud RBC Individuals for Diversity and Equality (PRIDE), Veterans Engagement and Troop Support (VETS) and Women Empowered (WE) employee resource groups.