Elizabeth Stevens
Email »

About Elizabeth Stevens

Senior Vice President, Product Research and Marketing CELL: (512) 567-5836  |  Fax: (864) 603-2930

Elizabeth Stevens is Senior Vice President, Product Research & Marketing. She has been in the financial services industry for over 30 years having started as a youngster on the playground. Earlier in her career, while with Raymond James & Associates, Mrs. Stevens built what is believed to be the first client-approved qualitative and quantitative analysis research process for open-ended mutual funds. She then was recruited to NFP Securities, Inc. as a Senior Vice President where she was charged with building out the sales and marketing divisions. During the course of her career, she’s performed due diligence on mutual funds, limited partnerships, hedge funds, DSTs and separate account managers. From 2001 to 2014, Elizabeth worked as a Financial Advisor. Not surprisingly, her clientele was largely women as she believes because women face unique issues in retirement and it is critical to understand these issues to design appropriate investment strategies.

A graduate of Miami University of Ohio, Mrs. Stevens works and speaks with 36 years of experience, having worked in virtually all aspects of the financial services industry.

Meet Our Management Team

Our best in class representatives build and tailor strategies to your individual needs.