Liz BrownLiz BrownSenior Client Associate
About Liz
Liz Brown is a Senior Client Associate at J.P. Morgan Wealth Management.
Liz works closely with clients of The HDYG Team, helping them streamline their wealth so they can regain time for the people and activities they value most. Organized by nature, Liz follows up with clients, keeping them closely apprised of the team's work on their behalf. Her areas of focus include new account onboarding, money movement, securities transfers, customized reporting, scheduling and team communications.
Hard working, Liz is gratified to make clients' lives easier and simpler. She is also proud to contribute to the smooth operations of her team, allowing the team's leaders to focus their energies on client interactions. A skilled problem-solver, Liz enjoys tackling issues that require creative thinking, resolute in her efforts to unwind the intricacies that wealth can pose.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Liz served as a Client Service Associate with First Republic Private Wealth Management. Earlier in her career, she was a Relationship Manager with Cable Hill Partners in Portland and a Client Service Assistant with True Private Wealth Advisors in Eugene. Liz has worked in wealth management since 2019.
Originally from the Pacific Northwest, Liz earned her B.A. in Politics from Willamette University. She holds FINRA Series 7 and 66 securities licenses and has successfully completed the Securities Industry Essentials® (SIE®) Exam.
Outside the office, Liz enjoys spending time with her partner, who is a musician. Together, they regularly take in the Portland arts scene, including live music, dance performances and the visual arts.
Insights
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