Liz Joseph

Financial Advisor

11810 Grand Park Ave
North Bethesda, MD 20852
301.230.5773
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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

During my 15 years in the financial services industry, I have gained tremendous experience in working with families in all stages of life to increase their financial confidence and reach their financial goals by providing sound financial advice by creating realistic and detailed financial strategies. I am deeply committed to my clients’ financial wellbeing and strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.

One of my greatest joys comes from helping others meet their financial goals. Whether it is wealth accumulation during your working years, guiding you to and through retirement or legacy building and transfer of assets, I will work together with you to meet your goals.  Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon is my #1 priority.

As a veteran of the United States Navy, I am passionate in helping our service men and women and veterans meet their financial goals, working with them in every stage of their lives. I am also experienced in working with both current and retired federal employees and their families.

In my spare time, I enjoy watching/attending Nascar races, listening to Symphony music, and attending NSO performances.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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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Elizabeth Joseph is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, MO, NC, NV, NY, OH, OK, PA, PR, TX, VA.