Liz of Edward Jones

Biography:

ABOUT ELIZABETH OROS ChFC®

As a financial advisor, I enjoy developing long-term relationships centered around building and organizing wealth, living generously and leaving a legacy. We act as a sounding board for our clients, using an established process to help you achieve what matters most to you.

In 2008, I joined Edward Jones as a financial advisor, and have spent the past 16 years of my career dedicated to helping my clients achieve their financial goals and dreams.

I have earned the Chartered Financial Consultant® certification from The American College of Financial Services, equipping me to assist with complex client needs and collaborate with your tax and legal professionals to formulate tax-efficient investment, income and estate strategies.

I hold a bachelor's degree in marketing and a Master of Business Administration from Florida State University.

I partner with my clients in a way that is approachable and open for people to express themselves, ask questions and learn. I focus on explaining the investment world in terms they can understand. There are three things I want my clients to walk away knowing: why I'm suggesting a specific investment/strategy; what to expect from it; and how these strategies will help them achieve their goals.

Email:

Address:Melbourne, Florida, United States