Elizabeth Anderson joined Edward Jones’ Client Needs Research team in 2022 as a Senior Analyst for Estate and Legacy. The Client Needs Research team develops and communicates advice and guidance for client needs, including retirement, education, preparing for the unexpected and leaving a legacy.
Prior to joining Edward Jones, Elizabeth worked in private legal practice in Chicago and St. Louis where she focused primarily on estate planning for high-net-worth individuals. In 2013, Elizabeth began her career with Edward Jones Trust Company where she served as a Senior Trust Officer on the Estate Settlement Team. She joined the Client Consultation Group in 2018 where she was a Senior Wealth Strategist and partnered with financial advisors to recommend solutions to assist their high net worth clients in achieving their goals.
Elizabeth earned a bachelor's degree in business administration and a Juris Doctor from the University of Notre Dame. She holds the Certified Trust and Fiduciary Advisor (CTFA) designation and is a CFP® professional.
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