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 Sandoval is a financial advisor with Wells Fargo Clearing Services, LLC. Elizabeth has over 20 years of experience in the financial services industry, and is registered with the state of California to provide both securities and investment advisory services. Elizabeth has a wide range of experience serving individuals, corporations, charitable organizations, and pension and profit-sharing plans. Elizabeth specializes in financial planning, portfolio management, and investment consulting services to institutional clients. Elizabeth previously worked with LPL Financial Corporation, IFMG Securities, Inc., and DFC Investor Services.

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ADVISOR BIO

Elizabeth Anderson is an active investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Elizabeth has been in the industry since November 14, 2016, and is registered in 23 states and 2 jurisdictions for both Broker/Dealer and Investment Advisor activities. Elizabeth has passed the Series 66, Series 7 and the SIE exams. Elizabeth is a notary public in the state of California and has experience working at UBS Financial Services Inc. before joining Wells Fargo Advisors Financial Network, LLC. Elizabeth is registered with both FINRA and the state of California as well as other jurisdictions. Elizabeth's firm is a large financial services company that manages over 154 billion dollars in assets for their clients, and specializes in providing investment consulting, financial planning, and portfolio management services to individual and institutional clients.

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ADVISOR BIO

Elizabeth Connolly is a financial advisor registered with Ameriprise Financial Services, LLC. Elizabeth has been a registered financial advisor for over 22 years. Elizabeth is licensed to provide financial advice in 17 states. Elizabeth has been with Ameriprise Financial Services, LLC for over 17 years. Before that, Elizabeth worked for IDS LIFE INSURANCE COMPANY for about 6 years. Elizabeth is licensed to provide financial advice in 17 states. Elizabeth holds a Series 7, Series 66, and SIE licenses. Elizabeth also holds a number of industry designations, and has experience working with high-net-worth individuals, trusts, and estates. Elizabeth is active in the community and volunteers her time to several organizations. Elizabeth is committed to helping clients achieve their financial goals.

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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 Dzhafarova is a financial advisor with Wells Fargo Clearing Services, LLC. Elizabeth is registered with the state of California and holds a Series 63, Series 6TO, and SIE license. Elizabeth has been in the financial services industry since 2022. She is based in San Francisco and has a strong focus on investment consulting services to institutional clients, financial planning, and pension consulting.

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ADVISOR BIO

Elizabeth Kirkpatrick is a financial advisor with over 39 years of experience in the industry. Elizabeth is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Elizabeth has passed the Series 63, 65, and SIE exams. Elizabeth is currently registered in 34 states for Broker-Dealer activities and 2 states for Investment Advisor activities. Elizabeth was previously registered with DEAN WITTER REYNOLDS INC. Elizabeth has experience working with corporations, insurance companies, charitable organizations, high-net-worth individuals, pension plans, and individuals. Elizabeth is licensed to provide investment advice and portfolio management for both individuals and businesses.

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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 Driscoll is a financial advisor registered in six states. Elizabeth is affiliated with Capital Group Private Client Services, Inc., a firm with offices in Los Angeles and San Francisco. Capital Group offers portfolio management services to individuals, families, and institutions. Elizabeth has worked at Capital Group since 2007 and has been with Capital Group Private Client Services, Inc., since 2022. Elizabeth is a Certified Financial Planner.

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ADVISOR BIO

Elizabeth Chavez is a financial advisor with over 17 years of experience in the industry. Elizabeth has a strong background in financial planning, portfolio management, and investment advice. Elizabeth has a Series 66, Series 63, Series 4, Series 10, Series 9, Series 24, Series 3, Series 7, and SIE licenses. Elizabeth is registered with the state of California and Texas. Currently, Elizabeth is registered with Morgan Stanley. Prior to joining Morgan Stanley, Elizabeth was registered with WELLS FARGO ADVISORS, LLC, WELLS FARGO INVESTMENTS, LLC, and E*TRADE SECURITIES LLC.

SPECIALIZATIONS