portrait of Elizabeth A Botts
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Elizabeth

My Mission to Serve You:

My team and I seek to be a present force for good in the lives of every client we serve. We partner with individuals, families and businesses for the long-haul, creating tailor made financial strategies to meet you on your journey of financial well-being.

Throughout my life, helping others has been an integral part of who I am and my family story. With a passion for serving others, I transitioned from a career in nonprofit fundraising and marketing to financial services to expand how I'm making an impact in people's lives.

This impact looks like comprehensive financial strategies...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • New Investors
  • Sustainable investing
  • Charitable Giving

Work History

  • Edward JonesOctober 2023 to Current
  • World VisionJuly 2012 to September 2023

Education

  • California Baptist UniversityBachelor of Arts

Personal Interests

  • Cooking
  • Music
  • Traveling
  • Volunteering

Team Members

  • Sydney Hennessy
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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