Edge Capital Group proudly announces Partner, Elizabeth Mackie, CPA, CFP®, has made the Forbes® 2022 list of America’s Top Women Wealth Advisors – Best in State. With only a limited number of advisors making the cut, it is a great honor to make such a prestigious list. The Forbes® ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted in-person, by telephone and virtually to evaluate best practices, level of service, investing process and compliance records. SHOOK also evaluates quantitative data, such as revenue trends and assets under management.
“Liz has special talents that most top advisors do not have,” said Harry Jones, Managing Partner of Edge Capital Group. “She has the unique combination of being adept in tax and estate planning, while also having the skill set and experience as a sophisticated investor. Liz’s skill sets combined with her high touch client service approach is why this award is long overdue.”
Prior to joining Edge in 2007, Liz started her career as a Certified Public Accountant with Ernst and Young and worked on the Coca Cola Engagement Team as a Senior Accountant. In 2013, she moved back to her hometown of Tampa to expand Edge’s geographical presence.
Mrs. Mackie said, “It is a true honor to be recognized alongside an incredible group of female leaders in our state. As a team at Edge, we have come together to build our presence in Florida to best serve our clients. On behalf of our team, we are sincerely grateful to our clients for their trust and support over the past 15 years.”
To view the rankings click here: America’s Top Women Wealth Advisors
The Forbes® ranking developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted in-person, by telephone and virtually to evaluate best practices, level of service, investing process and compliance records. SHOOK also evaluates quantitative data, such as revenue trends and assets under management. For more information about our methodology, click here.
