Lisa Elkins

Financial Planner | Advisor at Belpointe Asset Management

Lisa Elkins, CFP®, has a diverse background in financial planning and marketing, currently serving as a Financial Planner and Advisor at Belpointe Asset Management LLC since 2015. Prior to this, Lisa held the position of Lead Adviser at Tuttle Wealth Management, LLC, and served as Assistant Vice President and Director of Marketing at New York Life Insurance Company. Lisa's earlier career includes roles such as Brand Strategy & Planning Director at Colangelo and Account Director at Modem Media. Additional relevant experience encompasses positions in eCommerce and marketing communications, showcasing a strong foundation in strategic marketing and client relationship management. Lisa holds a BSFS in Humanities from Georgetown University and a Certificate in CFP® Certification from Kaplan University.

Location

Greenwich, United States

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