Elizabeth McGee, CWS®, AIF®
Elizabeth is a Wealth Advisor at SageView Advisory Group. Prior to joining SageView, Elizabeth was a Wealth Advisor at Bloomfield Hills Financial, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives, and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Elizabeth has 20 years of experience in the financial services industry and over 11 years of experience in the customer service field, so it’s no wonder that Elizabeth continues to always serve our clients with the utmost respect and care. She currently holds her series 6, 7, 63 and 65 securities registrations, along with her Certified Wealth Strategist, CWS® and Accredited Investment Fiduciary, AIF® designations. Elizabeth is Life, Health and Variable Insurance licensed in several states.
She resides in Birmingham, MI and enjoys running and spending time with her dogs, Josephine, and Eleanor.