Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Elizabeth began her career as an international trade regulation, securities, and anti-trust attorney and previously worked both as a solo practitioner and at Latham & Watkins, Debevoise & Plimpton, Heller Ehrman and Hogan Lovells. She started her career as a financial advisor at Edward Jones, and holds the Series 7 and 66 FINRA registrations.
Elizabeth built her business by treating her clients as she treats her own family and friends. She came to this business with a wealth of professional experience in many areas, and strives to provide the very best and most comprehensive advice for her clients. Whether planning for legacy, charitable giving, retirement or education, she provides her clients highly professional and personalized services. She represents successful professionals and families in transition to help preserve, manage, and build their wealth.
Elizabeth studied psychology at UCLA, where she worked as both an Administrative Assistant and academic tutor in the Athletic Department. She went on to graduate from the University of Chicago Law School and is a member of the California Bar and a licensed solicitor in the United Kingdom.
Elizabeth is also dedicated to her community, and has been a member of the Board of Coastside Hope, the League for Service of the Episcopal Church of Saint Matthew, on which she served as the President of St. Dorothy’s Section for two years, the Development Committee for the Board of the Episcopal School of the Peninsula, and the Marine Mammal Center. She served as the secretary for the Pacifica FogFest for four years. She has also been an active member and fundraiser on the Parent Associations at both the Nueva School and Sea Crest School in Half Moon Bay.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
French & Spanish
University of California System
University of Chicago
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.