Elizabeth White
,
Managing Director, Wealth Management Advisor
3455 Peachtree Road N.E.
Atlanta, GA 30326
404.264.2060
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Elizabeth and her team of investment industry professionals combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to corporate executives and their families. With 12 years in the financial services industry, Elizabeth joined Merrill Lynch Wealth Management in 2008. She has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. She can help corporate executives integrate their corporate benefits into a long-term financial approach.

Elizabeth also has experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank for clients’ trust and estate planning services needs and Bank of America for clients’ credit and lending needs.  In addition, she can work with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy approach.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Metro Atlanta Boys & Girls Club, Open Hand Atlanta, and serving as Better Money Habits Volunteer Champions.

Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.

Recognition
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Forbes "America's Top Women Wealth Advisors", 2020
(Published on April 21, 2020. Rankings based on data as of Sept 30, 2019.)
Forbes "America's Top Next-Generation Wealth Advisors", 2020
(Published on July 22, 2020. Rankings based on data as of March 31, 2020.)
Working Mother "Top Wealth Adviser Moms", 2020
(Published on September 29, 2020. Rankings based on data as of Mar 31, 2020.)
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About Me
Welcome

As Merrill financial advisors, GCIAS offers advice and guidance based on your goals and priorities - for yourself, your family, and your business. Our Wealth management strategy places the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, our team will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time as needed.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Elizabeth G White is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.