Cpfa© Elizabeth Brown Aif©

Elizabeth Brown, CPFA©, AIF©, has significant experience in various roles related to retirement planning and finance. Elizabeth is currently serving as the Director, West Coast Business Development at NWPS, where they oversee the provision of retirement plan services to numerous companies. Prior to this, Elizabeth worked at Raymond James as a Retirement and Endowment Specialist. Elizabeth also served as an Internal Sales Consultant at John Hancock.

Before their foray into the finance industry, Elizabeth gained valuable experience in merchandising and finance roles at The TJX Companies, Inc. Elizabeth started as a Digital Marketing Intern, followed by a Merchandising Intern position, and later became an Allocation Analyst. In their final role at the company, Elizabeth worked as an Associate Planner, where they managed a team of analysts and was responsible for a significant revenue stream.

Elizabeth's experience also extends beyond the finance industry. Elizabeth served as the Vice President of Finance at Pi Beta Phi Fraternity for Women, where they managed the annual budget and worked closely with the executive board and members on financial matters. Additionally, Elizabeth worked at Hopkinton Parks and Recreation as a Head Lifeguard, where they supervised a team of lifeguards, organized swim lessons, and acted as a liaison between patrons and the department.

Throughout their career, Elizabeth has demonstrated expertise in finance, sales analysis, distribution, training, and leadership. Their diverse background and extensive experience make their a valuable asset in the retirement planning and financial industry.

Elizabeth Brown, CPFA©, AIF©, completed their education at Tulane University, where they obtained a Bachelor's Degree in Accounting and Finance from 2012 to 2016. Additionally, they attended Universidad Pontificia Comillas for a year, from 2014 to 2015, and pursued a Bachelor's Degree in Finance, General. Before attending university, they graduated from Hopkinton High School between 2008 and 2012.

In terms of certifications, Elizabeth obtained the following:

- Certified Plan Fiduciary Advisor from the National Association of Plan Advisors in April 2023.

- Accredited Investment Fiduciary from Fi360, A Broadridge company in November 2021.

- Series 7 certification from FINRA in May 2021.

- Series 6 certification from FINRA in March 2019.

- Series 63 certification from FINRA in March 2019.

- Massachusetts Provider of Life Insurance certification from the Massachusetts Division of Insurance in February 2019.

- Elizabeth also completed the SIE Exam, although the month and year are not provided.