Elizabeth Robertson Email & Phone Number
First Vice President, Investments | Branch Manager @ Raymond James
Elizabeth Robertson's Location
Lexington, KY, US
Elizabeth Robertson's Work
- First Vice President, Investments | Branch Manager @ Raymond James
- Financial Advisor @ Raymond James
Elizabeth Robertson's Education
- Southern Methodist University
Bachelor of Arts (BA) (Psychology)
1995 - 1999 - Sayre School
Elizabeth Robertson's Skills
- Certified Divorce Financial Analyst
- Retirement Planning
- Investments
- Wealth Management
- Series 7
- Retirement
- Strategic Financial Planning
- Mutual Funds
- Asset Allocation
- Agile Methodologies
Elizabeth Robertson's Summary
Elizabeth Robertson, based in Lexington, KY, US, is currently a First Vice President, Investments | Branch Manager at Raymond James & Associates, bringing experience from previous roles at Raymond James. Elizabeth Robertson holds a 1995 - 1999 Bachelor of Arts (BA) in Psychology @ Southern Methodist University. With a robust skill set that includes Certified Divorce Financial Analyst, Retirement Planning, Investments, Wealth Management, Series 7 and more, Elizabeth Robertson contributes valuable insights to the industry. Elizabeth Robertson has 4 emails on RocketReach.
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