Elizabeth L.S. McVittieCFP®
Phone: 617-964-2035 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. 
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11 Norumbega Court Phone: 617-964-2035 |
Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through McVittie Financial Advisors LLC, a registered investment advisor.