Liz's journey in the financial services industry started in 1994 when she took on an operations manager role at Washington Mutual. In 2002, Elizabeth joined Citibank's Wealth Management department as a Registered Client Associate and helped support a group of senior Financial Advisors with their client service experience. During the Financial Crisis of 2008, Elizabeth decided to join Wells Fargo Advisors. She held the role of Senior Registered Associate until most recently, when she joined EQ Private Wealth Advisors in 2022.
With over two decades of proven track history in the financial services industry, Liz is passionate about helping clients reach their financial goals and strives to provide an excellent client service experience. As the Director of Client Relations at EQ Private Wealth Advisors, she leads the teams' daily operations and client communications, assists with client onboarding, scheduling, service, and leads our lifestyle and client events initiatives.
Elizabeth is married to her husband of 32 years, and they have two accomplished grown sons. A native Angeleno and bilingual in English and Spanish. Outside of work, Elizabeth's passion is to spend time outdoors, explore different restaurants around town, travel to tropical destinations, and spend time volunteering for causes she cares about and quality time with her family and friends.