“One of my goals is to remove the unknowns, so my clients feel more comfortable about their financial future, spend less time on finances, and devote more time to their careers and family.”
Elizabeth’s Role at Marshall Financial
After two decades in financial leadership roles with Wells Fargo, serving as an internal financial consultant to the bank’s wealth management, consumer lending, and commercial banking businesses, Elizabeth O’Malley sought a role where she could impact people’s lives more directly. That led her to Marshall Financial, where she’s now a wealth advisor.
“This career move is about being a part of people’s lives – partnering with families and individuals to help them reach their life goals and achieve financial success,” she explains.
Elizabeth draws on her deep finance knowledge and relationship building skills to create personalized financial plans for Marshall clients, working alongside our senior wealth advisors. “I take time to truly understand a client’s needs, then present different opportunities for college planning, retirement planning, and other goals,” she says. “And I always build the plan around the client’s values and vision.”
Get to Know Elizabeth
Colleagues and friends value Elizabeth as a good listener and someone dedicated to helping others–two attributes that serve her well as an associate wealth advisor. “Helping clients gain peace of mind and minimize stress about finances, so they can live their best lives, is important to me,” she says.
As a lifelong learner, she’s eager to help her clients learn, too. “The more they know, the more confident they’ll be in making decisions about finances,” she says. And as someone who had a knack for anticipating and articulating her corporate clients’ needs—which comes from building strong relationships—Elizabeth is eager to apply that skill to help Marshall clients live the life they envision.
In her free time, Elizabeth likes to hit the ski slopes with her family. But it’s not just a casual hobby—she’s been skiing since she was six, captained her high school ski team, and has logged time on the east coast from the mountains of North Carolina all the way up to Maine along with several places in Canada and out west. “Family ski trips are an important part of our lives,” she says. “Now that my kids are old enough, we ski as much as we can every winter.”
With Marshall Financial since 2022
In financial services since 2002
BA, Wake Forest University
Retirement can be an exciting new chapter in life – a time to enjoy more
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