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Elise has over 25 years experience providing financial and wealth management advice and services to individuals and organizations. During these years she has focused exclusively on wealth management needs including: investment management, retirement planning, educational planning, home financing and personal
lending, and insurance and estate planning services. Elise’s accreditation as a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. along with her CIMA® designation, qualifies her to serve the various financial needs while assisting clients.
Elise delivers a premier wealth management experience while working with clients. When meeting with Elise, each potential client will witness her four step process that includes:
1. Identifying and prioritizing the client’s financial goals
2. Developing a strategy to achieve those goals
3. Implementing the strategy
4. Monitoring the plan and making adjustments as required
Although each situation is different, Elise believes that a consistent process provides the framework for the commitment that is needed to achieve the client’s goals and dreams. Investment resources offered via Merrill Lynch’s Managed Solutions group, as well as those available via Bank of America & its affiliates, allow Elise to access banking, business, personal and home financing, and trust services where appropriate to assist each client.
Elise is a cum-laude graduate of the University of Tennessee, as well as an M.B.A. graduate of the University of Illinois.
Elise’s past and present board affiliations include: Pittsburgh YWCA, Reading is Fundamental, Allegheny YMCA, Urban League of Pittsburgh, Women’s Sports Foundation Ad-Hoc Committee, Pittsburgh’s United Way review committee, Dean’s Advisory Council, C.B.A., University of Tennessee, Three Rivers Youth and
The Children’s Home Board.
Elise currently serves as Vice Chair on the Intergovernmental Cooperation Agency Board as 1 of 5 people responsible for the financial oversight of the city of Pittsburgh.
The Governor of PA. and the Business Times selected Elise as one of the 50 Best Businesswomen in the state. Elise has been an honoree of the Pennsylvania Diversity & Leadership Conference as one of the Most Powerful and Influential Women in the state, WB22 TV for Women’s History Month, The New Pittsburgh
Courier as a Woman of Excellence and the Women and Girls Foundation for contributions in sports.
Elise and her husband Charles have four children and live in Pittsburgh.
