Elizabeth is a Partner and serves on the Board of Trustees at the EDGE Capital Group. In her leadership role, she assists in the development of our firm’s philosophy, policies, platform of services and the delivery of valuable resources to assist our teams in meeting the needs of our clients. As a Senior Financial Advisor, she works closely with our ultra-high-net-worth clients to develop customized wealth strategies, construct client-specific portfolios, deliver complex administrative reporting, solve the unique challenges of multi-generational families and build relationships with our clients’ extended family of trusted advisors. As a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth