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Elizabeth Wilson, CFP®

Private Advisor, Managing Director 

Elizabeth Wilson is a Managing Director and Private Advisor for Monarch Wealth Partners at Rockefeller Capital Management. Liz brings with her over three decades of experience in financial services and loves bringing simplicity to complex financial planning and creative solutions to complex issues to her clients.

Prior to joining Rockefeller, Liz was a Managing Director with Truist, and before that founded and managed The Monarch Advisory Group LLC.

Liz is a Certified Financial Planner TM and holds a Masters in Financial Planning, as well as a BA in Management and Human Relations. She enjoys family time, participating in triathlons, including Ironman Coeur d’Alene, and paddle boarding with her dog, Cinder.