Elizabeth Macy, CFP®
Wealth Planner@ Fidelity Investments
Seattle, Washington, United States
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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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Emails and Phone Numbers

@fidelity.com
@ml.com
@ml.com
+1 650817****
+1 617963****
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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.

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Work Experience

245 Summer St, Boston, MA, 02210, US

Financial Services

74364
Phone
+1 6179630390
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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.
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Education

University of Washington
University of Washington2007-2009