| wealth management

Liz McElligott, CTFA

Client Service Associate
[email protected]
(617) 275-0341

Full Bio

As a Client Service Associate, Liz is responsible for providing support to the wealth managers and serves as a point of contact for clients. She handles daily account maintenance as well as operational support.

Liz’s experience includes Senior Client Service Associate at North American Management Corporation.

Liz graduated from Marymount Manhattan College with a Bachelor of Science degree in Business Management and a Bachelor of Arts degree in Teaching Arts of Dance. She has also completed Boston University’s CFP® Program.

Industry Accreditations & Affiliations

Certified Trust and Fiduciary Advisor (CTFA)

Personal Interests

Liz enjoys hiking, teaching dance classes and spending time with her rescue dog, Layla.