Elizabeth L.S. McVittie

Elizabeth L.S. McVittie

CFP®

Phone: 617-964-2035
E-mail:
 

Elizabeth is president of McVittie Financial Advisors which acquired Holm Investment Advisors in 2006.  She is a Registered Representative with FSC Securities Corporation, an investment advisor representative and licensed insurance producer.  She has been a financial advisor and family trustee since 1995.  Previously she worked as a business consultant for small private and non-profit organizations where she streamlined financial and business processes.

Elizabeth studied at Boston University for her CFP®  and earned her certification in May of 2006, having passed the exam and completed the experience and ethics criteria.  She has a Master’s in Business Administration degree from Simmons School of Management where she placed third in her class.  She also holds a Bachelor of Arts from the University of Waterloo in Canada, where she majored in Economics and Theatre Arts.  Elizabeth lives in Auburndale with her husband Bruce and their three daughters.