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Elizabeth joined Castle Wealth Management in October 2018, as a Senior Advisor. As a Senior Advisor, she has provided wealth management and banking/credit services for over twenty years.
Elizabeth attended Penn State University, where she studied visual & liberal arts at the College of Arts & Architecture. She had a brief career as an art consultant and gallery director, in Washington DC, Palm Beach, FL and Cleveland, OH, specializing in important Contemporary American Works. Post college, she continued her studies at the American Institute of Bankingand then began her career in finance in 1998.
Elizabeth previously worked for Chevy Chase Bank in Bethesda, MD and Citi, managing various offices and assisting clients with investment needs. In 2009, Elizabeth relocated to Palm Beach with Citi to lead the Citi@work program for North Florida. This assignment included leading efforts in community development and financial education via partnerships with Florida’s largest employers. In more recent years, Elizabeth served as a branch manager, private client advisor, and lastly as a private financial consultant with SunTrust and SunTrust Investment Services.
Elizabeth has been an active volunteer with Palm Beach’s Homeless Coalition, Project Connect and Forgotten Soldiers. Her advisory board memberships include private foundations that support heath care and education and Palm Beach’s Opera Fusion.
Originally from Pittsburgh, PA, Elizabeth is an avid art collector, reader of biography and supporter of animal rights and rescue. She and her husband reside in North Palm Beach with their rescue pups, Gi Gi and Zsa Zsa.