ADVISOR BIO

Elizabeth Toscan is a financial advisor with Morgan Stanley. Elizabeth has been in the industry since 2015. Elizabeth has a wide range of experience in the financial industry and is dedicated to providing personalized financial advice and investment management services to clients. Elizabeth is registered to provide investment advice in 52 states and is also registered as an investment advisor representative.

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ADVISOR BIO

Elizabeth Robbins is a financial advisor with Morgan Stanley. Elizabeth has been working in the financial services industry since May 2015. Elizabeth has a Series 66, Series 7 and SIE licenses. Elizabeth is registered as a broker in 36 states and as an investment advisor in 2 states. Elizabeth is also a Registered Representative of Morgan Stanley.

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ADVISOR BIO

Elizabeth Amendt is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Elizabeth is currently registered with Citigroup Global Markets Inc., working in the Costa Mesa, CA office. Elizabeth's previous employer was CITICORP INVESTMENT SERVICES. Elizabeth has a wide range of experience in the financial services industry and is dedicated to providing clients with the best possible service. Elizabeth is licensed to provide investment advice in several states including Arizona, California, Colorado, Delaware, District of Columbia, Florida, Hawaii, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Texas, Utah, Virginia, and Washington.

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ADVISOR BIO

Elizabeth McKown is an investment advisor representative with Rockefeller Financial LLC. Elizabeth has been in the industry since 2012. Elizabeth has been registered with the state of Texas and California as an investment advisor representative. Elizabeth is also registered with the state of Texas and California as a broker-dealer. Elizabeth has a Series 66, Series 7 and SIE license. Elizabeth is also registered with Rockefeller Capital Management as an investment advisor representative. Elizabeth is a financial professional with a strong commitment to providing her clients with personalized financial advice and guidance. Elizabeth specializes in working with high-net-worth individuals, corporations, and charitable organizations. Elizabeth is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Elizabeth Sackett is a financial advisor with UBS Financial Services Inc., registered in the state of California since July 1995. Elizabeth has been working in the financial services industry since July 1995 and holds licenses in both California and Oregon. Elizabeth specializes in providing financial advice to individuals, businesses, and institutions. The firm has a long history of providing comprehensive financial services to clients of all types. Elizabeth is a licensed financial advisor in good standing.

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ADVISOR BIO

Elizabeth Barkley Dalrymple is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since 1986 and holds a number of licenses and certifications, including Series 7, Series 63, and Series 65. Elizabeth has experience providing investment advice to a wide range of clients, including individuals, businesses, and institutions. She is also a registered investment advisor in California and Texas.

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ADVISOR BIO

Elizabeth Murillo is an Investment Advisor Representative with Edward Jones. Elizabeth has been in the securities industry since September 16, 2021. Elizabeth is licensed to provide securities and investment advisory services in Arizona, California, and Hawaii. Elizabeth previously worked at WELLS FARGO CLEARING SERVICES, LLC in GILROY, CA. Elizabeth is a Series 7, Series 66, and SIE licensed professional. Elizabeth is affiliated with Edward Jones, which has approximately $10 billion to $50 billion in assets under management. Elizabeth has been with Edward Jones since December 2023. Elizabeth is a Registered Representative of Edward Jones and an Investment Advisor Representative of Edward Jones.

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ADVISOR BIO

Elizabeth McSparran is a registered representative with Edward Jones, a large investment firm with over $800 billion in assets under management. Elizabeth has been in the financial services industry since 2023 and holds several licenses and certifications, including the Series 7TO and Series 66. Elizabeth is a licensed investment advisor in both California and Texas. Elizabeth has experience working with individuals, families, businesses, and retirement plans. Elizabeth specializes in providing financial planning, investment management, and retirement planning services.

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ADVISOR BIO

Elizabeth Kohs Smith is a financial advisor with over 15 years of experience in the financial services industry. Elizabeth is currently registered with Morgan Stanley. Prior to joining Morgan Stanley, Elizabeth was employed with Northern Trust Securities, Inc. Elizabeth holds FINRA Series 66, 7, and 24 licenses. Elizabeth is a licensed broker in over 50 states, including Alabama, Alaska, Arizona, and Arkansas. Elizabeth's main area of expertise is in financial planning and portfolio management.

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ADVISOR BIO

Elizabeth Janean Warner is a financial advisor with over 14 years of experience in the financial services industry. Elizabeth is currently registered with LPL Financial LLC and has a Series 7, Series 24, Series 52TO, Series 53 and Series 99TO license. Elizabeth has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Elizabeth has a deep commitment to helping her clients achieve their financial goals, and she is passionate about providing them with the knowledge and resources they need to make informed decisions about their finances. Elizabeth has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Elizabeth has worked with a wide range of clients, including individuals, families, and businesses. She is experienced in providing financial planning, investment management, and retirement planning services. Elizabeth's clients appreciate her ability to explain complex financial concepts in a clear and concise way.

SPECIALIZATIONS