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I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Associations
- Poway Center for Performing Arts Foundation
Past President - San Diego North County Chamber of Commerce
Past Board member - Rancho Bernardo Business Association
Member - C.O.G.G. - Conservative Order of Good Government
Past President - Daughters of the American Revolution
Rincon del Diablo Chapter - Palomar Pomerado Hospital Foundation
Board Treasurer - Rancho Bernardo Community Presbyterian Church
- Hobart & William Smith Alumnae Association
Geneva, NY - Rancho Bernardo Community Foundation
Past President - Cambridge Who's Who-Gold Member
Services
- Asset Management
- Family Consulting
- Estate Planning
- Wealth Management
- Fixed Income
- Retirement Planning
- 401k Rollovers
- Cash Management
- Exchange Traded Funds
- Annuities
- Lending Services
- 529 Plans
- Qualified Retirement Plans
- Endowments and Foundations
- Planning for Special Needs Individuals
- Alternative Investments
Education and Licensing
- Hobart & William Smith College, 1980
Bachelor of Arts - English & Psychology
Geneva, NY - Series 7 - General Securities Representative, 1982
- Series 63 - Uniform Securities Agent, 1982
- Series 65 - Registered Investment Advisor, 1995
New York, Connecticut, California - Series 8 - General Securities Sales Supervisor, 1998
- Life & Health Insurance Licenses
- Resident
California - Non-resident
New Jersey - Non-resident
New York - Non-resident
Virginia - Municipal Securites Principal, 1987
Honors and Recognition
- Item One
- Item Two
- Item Three
Business Experience
- 2000
- Present: Morgan Stanley Smith Barney
Vice President
Financial Advisor
Rancho Bernardo, CA - 2000
- 2001: Smith Barney
Branch Manager
Rancho Bernardo, CA - 1998
- 2000: Smith Barney
Regional Sales & Training Officer
La Jolla, CA - 1997
- 1998: Merrill Lynch
District Sales Manager
San Diego, CA - 1995
- 1997: Merrill Lynch
Vice President - Wealth Management
Financial Advisor
New York, NY - 1982
- 1995: Lebenthal & Co., Inc.
Senior Managing Director - Wealth Management
Financial Advisor
New York, NY
Bulletin Board
Please contact us to schedule your Quarterly Review.
We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
Elizabeth (Liza) C. Pille is licensed in the following state(s):
AZ, CA, CO, DC, FL, GA, MA, MD, MI, NC, NE, NJ, NY, OH, 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.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
