Elizabeth Stockwell

Elizabeth is a Financial Advisor who specializes in working with individuals and families on a personal basis to help them plan and prepare for their financial futures. After twelve years in the consulting and marketing world, Elizabeth switched careers and joined her father in the financial planning business. Elizabeth holds Series 7, 63, and 65 securities registrations through Cambridge Investment Research.

After graduating from Colby College with a Bachelor's Degree in Economics, Elizabeth spent four years as an analyst/associate at an economics consulting firm. She then received her Masters of Business Administration (MBA) at the Tuck School of Business at Dartmouth, graduating in 2004. Her post-MBA career was focused on developing marketing strategies for pharmaceutical and biotechnology firms, first in-house at Genzyme Biosurgery, and then for the consulting firm Analysis Group.

While she loved the work she did at both Genzyme and Analysis Group, Elizabeth ultimately realized she was missing the personal relationships that a client services career would provide. Working with individuals and families on a personal basis, Elizabeth has found the business of helping people plan their financial futures to be rewarding and personally fulfilling. Elizabeth is particularly interested in serving women investors, and in helping fellow wives/mothers become more involved in their families' financial futures.   

Elizabeth lives in Scarborough with her husband and two boys. She is an avid runner, participating in all sorts of races, from local 5Ks to the Boston Marathon. When not working or running, Elizabeth enjoys chauffeuring and cheerleading at her boys' sporting events, getting outdoors to enjoy all of Maine's seasons, and spending time with her family.