Elizabeth (Liz) Borger

Elizabeth (Liz) Borger Email and Phone Number

Senior Vice President/Investments - Stifel @ Stifel Financial Corp.
st. louis, missouri, united states
Elizabeth (Liz) Borger's Location
Elkhart County, Indiana, United States, United States
Elizabeth (Liz) Borger's Contact Details

Elizabeth (Liz) Borger personal email

Elizabeth (Liz) Borger phone numbers

About Elizabeth (Liz) Borger

Specialties: Personal Investment Strategies, Wealth Management Strategies, Generational Transfer of Wealth, Personal and Corporate Retirement Plan, Portfolio Management Strategies, Estate Planning Strategies, Financial Analysis, Income Strategies for Retirement, Equities, Insurance, Treasury Management, Financial Modeling, College Savings Plans, and Corporate Retirement Plans./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Elizabeth (Liz) Borger's Current Company Details
Stifel Financial Corp.

Stifel Financial Corp.

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Senior Vice President/Investments - Stifel
st. louis, missouri, united states
Website:
stifel.com
Employees:
5553
Elizabeth (Liz) Borger Work Experience Details
  • Stifel Financial Corp.
    Senior Vice President/Investments - Stifel
    Stifel Financial Corp. Jun 2013 - Present
    Elkhart, Indiana Area
    Liz is a financial advisor working with The Elkhart Group of Stifel. She and her team focus on individualized financial investment portfolios for high-net-worth individuals, owners, and families of closely held business, not-for-profit entities, and corporations. The team is committed to a high level of customer service and work to ensure that all clients have a clear understanding of their investments, risk tolerance, income strategies as well as the generational transfer of wealth. The team is happy to work in conjunction with clients' attorneys and tax advisors for a coordinated financial plan.
  • B On The River - Bakery, Cafe, And Gifts
    Owner
    B On The River - Bakery, Cafe, And Gifts Oct 2010 - Present
    333 Nibco Parkway, Elkhart, Indiana 46546
    (Stifel Financial Corp., its affiliates, or subsidiaries do not endorse nor have any direct or indirect responsibility with respect to this activity.)
  • Wells Fargo Advisors
    Senior Vice President/Investments
    Wells Fargo Advisors 2009 - 2013
    Elkhart, Indiana Area
    We assisted individuals and closely held businesses with investments for income and long-term growth. We specialized in equity and bond portfolios while focusing on each clients' need to manage risk. Our team of advisors worked together to provide clarity to your investment strategy, confidence that you are working within a plan, and continuity of services.
  • Wachovia Securities
    Senior Vice President/Investments
    Wachovia Securities 2003 - 2009
    Wells Fargo acquired Wachovia Securities in 2009
  • Prudential Securities
    Senior Vice President/Investments
    Prudential Securities 1993 - 2003
    Wachovia Securities acquired Prudential Securities in 2003
  • Inland Steel
    Manager, Commercial And Industrial Marketing
    Inland Steel Mar 1978 - Jul 1991

Elizabeth (Liz) Borger Education Details

Frequently Asked Questions about Elizabeth (Liz) Borger

What company does Elizabeth (Liz) Borger work for?

Elizabeth (Liz) Borger works for Stifel Financial Corp.

What is Elizabeth (Liz) Borger's role at the current company?

Elizabeth (Liz) Borger's current role is Senior Vice President/Investments - Stifel.

What is Elizabeth (Liz) Borger's email address?

Elizabeth (Liz) Borger's email address is el****@****ors.com

What is Elizabeth (Liz) Borger's direct phone number?

Elizabeth (Liz) Borger's direct phone number is +157453*****

What schools did Elizabeth (Liz) Borger attend?

Elizabeth (Liz) Borger attended Northwestern University - Kellogg School Of Management, University Of Notre Dame.

Who are Elizabeth (Liz) Borger's colleagues?

Elizabeth (Liz) Borger's colleagues are Erin Lederer, Mike Nitka, Howard Rosen, Ramiro Rodriguez, Aivory Foster, Robert Chanin, Ed Phillipp.

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