Experience

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  Avion wealth, llc

  Jun 2012 - now

  Partner & wealth manager

  Elizabeth, a Wealth Manager at Avion Wealth, excels at identifying challenges, evaluating potential options and implementing solutions. With an eye for detail, Elizabeth spends time getting to know all of her clients on a personal level so that she can get to the heart of their concerns and fears in order to implement a plan that encompasses her clients’ goals and values. In knowing the big picture, Elizabeth can spot potential issues before they happen and adjust the plan accordingly. With this in-depth planning, Elizabeth’s clients’ benefit from a Wealth Manager who is truly invested in their success.Behind the scenes, Elizabeth oversees Avion Wealth's financials. She manages the company's fiscal activity and how it dovetails with strategic plans for the future.Elizabeth joined Avion in 2012 and holds a Bachelor of Arts in Economics from Texas A&M University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a state registered Investment Advisor Representative and holds her Series 65 license. Show less