Liz began her career in wealth management in 1999. Liz partners with Senior Wealth Advisor, Theresa Donatelli, bringing her knowledge of operations, investments, and client service to help individuals and families, corporations, and their employees, reach their goals. Theresa and Liz also work with endowments and non-profit organizations.
Liz resides in Killingworth with her husband Mike, son Mark, and their dog Maddie.
Education and Certifications
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