Elizabeth L.S. McVittie


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.

Phone 617-964-2035