Wealthspire Advisors
Elizabeth Summers is a seasoned professional in wealth strategy and estate planning, currently serving as Senior Vice President and Director of Wealth Strategy for Family Wealth at Wealthspire Advisors. Prior experience includes holding the position of Senior Wealth Strategist - Executive Director at Wells Fargo Advisors, and serving as a Wealth Strategist at UBS. Elizabeth's background also features roles as a Senior Trusts and Estates Associate at Fredrikson & Byron, P.A., and as a Trusts and Estates Associate at Dentons Cohen & Grigsby, highlighting a strong foundation in trusts and estates law.
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Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor that works to fulfill the financial aspirations of its clients. It believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager,investment advisor, consultant, and constant partner in helping clients achieve their aspirations.