Elisabeth B. Williams
In her role as Financial Planning Coordinator, Elisabeth manages all the finer points while keeping an eye on the big picture. Her detail-oriented nature allows her to break down complicated aspects of long-term financial planning into manageable and actionable tasks, and to ensure that every element of a client’s financial plan has been executed on schedule.
Elisabeth’s six years of experience at The Farland Group and Alliance Private Wealth, first as Office Manager and later as Director of Client Relations, have helped her to cultivate a thorough understanding of her clients’ needs and a belief in going above and beyond to meet them. “Our clients have worked hard for their money and have entrusted us with the financial fruits of many years,” she says. “It’s my highest goal to give them the best service possible, to research and then offer them the most accurate answer possible to their questions.”
Elisabeth holds a BA in Architecture from Princeton University. Prior to joining Alliance Private Wealth, she worked in executive management at Grey Advertising in New York, and at a residential design and restoration firm on the North Shore of Massachusetts. She has three grown children, and in her free time she enjoys cooking and long walks with her husband.