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My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Associations
- University of Pennsylvania Gold Coast (South Florida) - Past President
- Ghost Light Society - Steering Committee - Broward Center for the Performing Arts
- Broward Pacers - Road Runners Club of America - completed NYC Marathon 2010 - TEAM FOX
- Pine Crest Alumni Advisory Council - Speaker Series Committee
- CREW Affiliate Member - Commercial Real Estate Women, Fort Lauderdale/Palm Beach Chapter
- Florida Regional Council - Michael J Fox Foundation for Parkinson's Research
Services
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Philanthropic Services
- Retirement Planning
- 529 Plans
- Alternative Investments
- Long Term Care Insurance
- Municipal Bonds
- Wealth Management
- Education Planning
- 401k Rollovers
- Insurance Services
- Annuities
- Precious Metals
Education and Licensing
- Bachelor of Arts
University of Pennsylvania
Philadelphia, PA 1998 - Kings College
London, England 1997 - Financial Planning Specialist Designation
Morgan Stanley Smith Barney - Certified Divorce Financial Analyst
Institute for Divorce Financial Analysts, 2010 - Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life Insurance Licensed
- Annuity Licensed
- Long Term Care Licensed
Honors and Recognition
- Blue Chip Council - For Excellence in Client Services 2005, 2006, 2007, 2008
- Pacesetter’s Club 2011
Business Experience
- 2003
- Present: Morgan Stanley Smith Barney
Vice President
Senior Portfolio Manager
Financial Planning Specialist
Certified Divorce Financial Analyst
Fort Lauderdale, FL - 2000
- 2003 : Reuters
Account Manager
New York, NY - 1998
- 2000 : Creative Artists Agency
Motion Picture Literary Department
Beverly Hills, CA
Bulletin Board
The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.
Reevaluate your investment strategy. For a free consultation, Request an Appointment or call me.
The Free Forever IRASM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Act now – this offer is only available until May 31, 2012.
Elizabeth Camp is licensed in the following state(s):
AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MI, NC, NY, OH, PA, RI, SC, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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