Managing Director, Consultant

Liz is a Financial Advisory Executive in Wealth Management, bringing more than 20 years of experience to her clients. Liz began her career as a successful Financial Advisor specializing in HNW, UHNW, and Institutional clients, where she helped her clients meet their goals for more than a decade. With unparalleled passion for Wealth Management, Liz honed her experience throughout her career in practice management, business development, training, coaching, and project management including a strong focus on sales and client management.

In her most recent role as a National Training Officer at Morgan Stanley, Liz has proven success coaching and developing Financial Advisors to build successful sustainable practices through driving scale and efficiency. Liz prides herself on staying at the cutting edge of modern wealth management practices and helping Financial Advisors and their teams go from good to great.

Liz is a highly motivated, self-reliant, and energetic team player adept at working with all levels of executives, financial advisors, and diverse clients who cultivates trust and lays the foundation for enduring, fruitful relationships with her clients.
 
Liz Dow is based in the Metro NY, NJ, CT tri-state area. Liz holds Series 7, Series 66, and SIE licenses and is working towards completing her Certified Financial Planning coursework for the CFP designation. She holds a bachelor's degree in political science from Hobart and William Smith Colleges. Liz is fluent in Norwegian and speaks passable French. Liz spends her spare time traveling with her family as well as enjoying a multitude of outside sports activities including tennis, platform tennis, pickleball, kayaking, hiking, skiing, and sailing.