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.
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.
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.
