Elizabeth Macy, CFP®
University of Washington
Tell me more about Elizabeth Macy, CFP®?
Elizabeth Macy, CFP(r), CPFA is a highly experienced and dedicated financial advisor with 14.1 years of work experience. She possesses a wide range of skills including management, operational risk management, interpersonal communication abilities, team leadership, and associate development. Based in Seattle, Washington, Elizabeth is passionate about helping others through advice, support, or mentoring. She has a strong background in finance and digital marketing, and is the Co-chair of the LGBT Pride employee network chapter for the Seattle area. Elizabeth is a Certified Financial Planner Board of Standards Inc. and is the Co-chair of the LGBT Pride employee network chapter.
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About
Personally, I describe myself as a genuinely caring and ambitious person who loves the adventures of life. I'm always looking to empower and lift others whether it's through advice, support or mentoring. Some outside interests I enjoy include: traveling, learning foreign languages, cooking and exploring new foods, textiles, and spending time with my two young daughters. Professionally, along with a team of specialists, I provide goals-based wealth management to affluent families and closely held businesses. I am very passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing. I joined Merrill Lynch Wealth Management in 2016 following my career in finance at Bank of America and digital marketing at Amazon. I also am the Co-chair for our firm's LGBT Pride employee network chapter for the Seattle area, which focuses on supporting the local LGBTQ community through various volunteer efforts and sponsorships. I WOULD LOVE TO CONNECT IF: - You are looking to work with a dynamic advisor - You would benefit from simplifying your financial life - You would like to be connected to someone in my network - You are in transition - You have a passion for food and travel - You would just like to meet! *Certified Financial Planner Board of Standards Inc. Owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
...See MoreWork Experience
Wealth Planner
Financial Services
Elizabeth Macy, CFP®'s Professional Milestones
- Financial Advisor (2016-12-01~): Consistently exceeded client expectations by delivering exceptional financial guidance to clients.
- Client Service Representative (2009-09-01~2010-09-01): Expanding client base and exceeding sales targets through effective loyalty and proactive communication.
Education
Skill
Management
Operational Risk Management
Interpersonal Communication Abilities
Team Leadership
Associate Development
Sales
Value Propositions
Business Strategy
Customer Experience
Committed To Professionalism
Highly Motivated Self Starter
Leveraging Strategic Partnerships
Mergers And Acquisitions
Training
Banking
Team Building
Financial Services
Small Business Lending
Customer Service
Consumer Lending
Cross Selling
Loans
Mortgage Lending
Relationship Management
Leadership
Organization Skills
Operational Efficiency
Microsoft Office
Certification
Colleagues
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Melissa Richardson CSPO, CSM, CSP, RSaSP
Product Owner | Software Development Financial Services Business Systems Analysis Relationship Management
Caidi Bolte
Director IT Product Owner | Enterprise Cybersecurity
Other Named Elizabeth Macy, CFP®
Frequently asked questions
We found 3 Elizabeth Macy, CFP®'s email addresses
We found 2 Elizabeth Macy, CFP®'s phone numbers
Elizabeth Macy, CFP®'s social media include: Linkedin,
Elizabeth Macy, CFP® works for Fidelity Investments
Elizabeth Macy, CFP®'s role in Fidelity Investments is Wealth Planner
Elizabeth Macy, CFP® works in the industry of Financial Services
Elizabeth Macy, CFP®'s colleagues are John Grdina,Steve Boyd,Laurie Jacques
Elizabeth Macy, CFP®'s latest job experience is Wealth Planner at Fidelity Investments
Elizabeth Macy, CFP®'s latest education in University of Washington