Elise Anderson
Senior Financial Advisor
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- Grand Junction, CO, US
- LinkedIn followers
- 500 followers
About Elise Anderson
I seek to understand what is important to each of my clients, and those they care about. This enables me to create a financial strategy leading them to help accomplish their financial goals. Having been in financial services since 2013, I offer a host of solutions for my clients based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation, along with the personal care and client service they deserve. Having 5 generations of my family born in Colorado, I am committed to my community I am involved with the Grand Junction Symphony Orchestra, Grand Junction Symphony Guild, Colorado West Estate Planning Council, St. Mary\'s Foundation Estate Planning Council, PEO, Support A Soldier, and the Delta Egyptian Theater.*Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Senior Financial Advisor
Mar 2020 — Present
Education
Guildhall School of Music and Drama
Bachelor's Degree
2001 — 2005
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