Liz provides best in class client service by leveraging her past experience in multiple roles as an assistant portfolio manager, financial analyst, and economic researcher. She also assists Ned in addressing the wealth management needs of his clients. She is a graduate of Lasell College where she received a triple bachelor of science in finance, accounting, and international business, as well as minor in applied mathematics. In her spare time she enjoys music, art, reading, hiking and swimming. She resides in Townsend, MA with her fiancé Jacob and their two children.

Registered States:
CA, FL, MA, ME, NH, NY, SC, TX