Avantax
Elizabeth Burnett has extensive experience in compliance, currently serving as a Compliance Consultant at Avantax Wealth Management℠ since October 2019. Prior to this role, Elizabeth worked at 1st Global, where responsibilities included Compliance Consultant, Compliance Analyst, and Compliance Administrative Assistant, starting in November 2008. Earlier in career, Elizabeth was an Administrative Assistant at D. R. Saur Financial, Inc. from December 2006 to July 2008. Elizabeth holds a Bachelor of Arts in English Language and Literature from Austin College, completed in 2006.
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Avantax
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Avantax helps financial firms grow their client base & optimize marketing spend & mix, through conAvantax, Inc. (NASDAQ: AVTA) delivers tax-focused wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting their goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. They have two distinct, but related, models within their business: the independent Financial Professional model and the employee-based model. They refer to their independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. They refer to their employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.version-focused SaaS platforms