PROFESSIONAL PROFILE
Elizabeth M. Bennett, CRPC® is a Financial Advisor and a Chartered Retirement Planning Counselor® at the Global Wealth Management Office in Mt Laurel, NJ.
Elizabeth has been in the finance industry for over 19 years. From venture capital and corporate America to individualized financial planning, her experience has given her a strong appreciation for Wealth Management. Drawing on her experience and Merrill Lynch’s global resources, Elizabeth develops personalized solutions to address the complex needs of individuals with substantial wealth. Together with specialists in different areas of expertise, Elizabeth offers clients a wide range of services including stock option analysis and retirement strategies; hedging and monetization of concentrated equity positions; and a full complement of wealth preservation and transfer services.
Using proprietary analysis, historical data, and Merrill Lynch’s objective research, Elizabeth creates customized investment strategies that are designed to help meet client expectations and long-term goals. Her goal is to preserve and grow financial assets and help limit downside risk so that clients can enjoy life without the kind of volatility that can sometimes make investing an anxious experience. "Stressing less" about your finances so that you can sleep at night is important.
Elizabeth works closely with clients’ other family advisors, including attorneys and accountants, to focus on the client’s total wealth management needs.
Elizabeth graduated from Penn State University, where she earned a BS in Accounting. Additionally, she was awarded her MBA from Meredith College. She is involved and volunteers frequently in her local community. Elizabeth enjoys spending time with her husband and her son.
As a Merrill Lynch Financial Advisor, it is Elizabeth’s goal to be the very best in her field by assisting families, individual investors, and business owners in the development of long-term financial strategies. Additionally, Elizabeth partners with The Beckett Group in Mt. Laurel, NJ.