Wealth Preservation Solutions, LLC
Elizabeth began her career in 2002 as a Financial Specialist with Wachovia Bank, later to become Wells Fargo. She became insurance and securities licensed while in this role and later held regional leadership roles in the retail segment of the bank. In 2008, she joined Lee, Nolan & Koroghlian, LLC, an Insurance and Financial Services firm with offices in NJ, NYC & LI. She was a Financial Advisor for 4 years later to be promoted to Brokerage Director. In this role she worked to build and maintain relationships with outside insurance brokers, offering Mass Mutual’s fixed insurance products. She held this role for 6 years. She has now joined us as our Director of Family Offices, bringing her 18 years of experience. Elizabeth holds Series 6 & 63 and NJ Life/Health Insurance licenses.
Outside of work, she enjoys learning about and collecting wine, cooking and has a deep love for health & fitness. She is a mom to a beautiful little girl and lives with her family in Jersey City, NJ since 2014.