Wealth Preservation Solutions, LLC
As the Director of Family Offices at Wealth Preservation Solutions, Elizabeth is a key relationship point person. She is directly responsible for ensuring our Family Office Clients are provided a 360-degree family wealth management experience. This includes supporting all aspects of the 6-step process. She is the liaison between our internal team of directors as well as our 3rd party partners, to ensure you and your plan receive the level of attention and execution you expect and deserve.
Prior to her role at Wealth Preservation Solutions Elizabeth was a financial specialist with Wachovia Bank and then subsequently a brokerage director for a prominent Insurance and Financial Services firm. Elizabeth holds Series 6, 7, 63 and New Jersey Life and Health Insurance licenses.
Outside of work, she enjoys learning about and collecting wine, cooking and has a deep love for health and fitness. She is a mom to a beautiful little girl and lives with her family in Jersey City, NJ since 2014.