Elizabeth is a Partner and serves on the Board of Trustees at the EDGE Capital Group. In her leadership role, she assists in the development of our firm’s philosophy, policies, platform of services and the delivery of valuable resources to assist our teams in meeting the needs of our clients. As a Senior Financial Advisor, she works closely with our ultra-high-net-worth clients to develop customized wealth strategies, construct client-specific portfolios, deliver complex administrative reporting, solve the unique challenges of multi-generational families and build relationships with our clients’ extended family of trusted advisors. As a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth is intimately involved with the strategic direction of our Wealth Strategy team and our clients throughout the holistic wealth planning process – from goal setting to retirement planning to estate planning reviews. She has been named to Barron’s Top Women Financial Advisors 2022 and Forbes Best-in-State Wealth Advisors 2023.
Prior to joining EDGE in 2007, Elizabeth began her career as a Certified Public Accountant with Ernst and Young and was a Senior Accountant on the Coca-Cola Company Engagement Team. In 2013, she moved to her hometown and opened our firm’s Tampa office. She is thrilled to lead our firm’s regional efforts in providing comprehensive wealth management for individuals and families in such a growing and dynamic state. A Florida native, she attended the University of Florida and earned a Bachelor of Science and a Master’s Degree in accounting where she was a member of Florida Blue Key, the school’s oldest leadership honorary.
Elizabeth volunteers her personal time and is active in the community. She is passionate about supporting childhood development, welfare and education. Locally, she is an active participant supporting women’s and children’s initiatives through the Junior League of Tampa, Tampa General Hospital Foundation, Community Center of Anna Maria Island and St. John’s Episcopal Church. She was appointed as one of the seven Trustees to the City of Tampa’s General Employees’ Retirement Fund and manages nearly one billion in assets for the Fund. She is a Florida Gator football enthusiast and can often be found fishing or working on conservation efforts for Florida’s waterways. Elizabeth and her husband, Ben, reside in Tampa and have two children.