Withum Wealth Management
Elizabeth DeSandolo began their work experience as a Regional Operations Manager at AppleOne Employment Services in 2004. Elizabeth held this position until 2010 when they became a Coordinator at PIMCO. In 2014, DeSandolo joined Withum Wealth Management, where they are a member of the Professional Services team. In this role, they work closely with the Investment Advisory group, clients, and custodians to ensure effective account management. DeSandolo also contributes to business development efforts by creating marketing materials and presentations.
Elizabeth DeSandolo has a Bachelor's Degree in Communication and Media Studies from Rider University. The specific time frame for their education history is not provided.
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Withum Wealth Management
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. As an RIA, we are legally bound to put your interests first throughout the relationship and act in utmost good faith, in a manner we believe represents your best interest. Our one goal is to deliver a tax sensitive, cost effective portfolio that matches your objectives and unique factors. Our team of trusted financial advisers is committed to fulfilling your investment management, cash flow planning and wealth counsel needs. We serve a diverse group of private clients including pharmaceutical, medical, legal and accounting professionals. Our clientele also consists of entrepreneurs, business executives, retirees and people experiencing life changing events. Visit http://www.withumwealth.com/ for more information!