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Elizabeth Cause Email & Phone Number

Client Services Coordinator at SFMG Wealth Advisors
Location: Celina, Texas, United States 7 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
SFMG Wealth Advisors
Role
Client Services Coordinator
Location
Celina, Texas, United States
Company size
23 employees

Who is Elizabeth Cause? Overview

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Quick answer

Elizabeth Cause is listed as Client Services Coordinator at SFMG Wealth Advisors, a with 23 employees, based in Celina, Texas, United States. AeroLeads shows a matched LinkedIn profile for Elizabeth Cause.

Elizabeth Cause previously worked as Teacher Assistant at Schoolhouse 226 and Investment Counselor Assistant at Fisher Investments. Elizabeth Cause holds Early Childhood Education from Harding University.

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Email format at SFMG Wealth Advisors

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SFMG Wealth Advisors

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Profile bio

About Elizabeth Cause

5.5 years of Admin Support in Financial ServicesI utilize my expertise in conflict resolution, delivering results in fast paced environments, and empathic listening to provide a welcoming experience for all clients, internal and external.When I'm not working, you'll find me enjoying good conversations with friends, watching True-Crime with my sweet dogs, Emma and Buddha & cheering on the Mavericks with my husband. Interested in connecting, please reach out. I'd love to get to know you!

Current workplace

Elizabeth Cause's current company

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SFMG Wealth Advisors
Sfmg Wealth Advisors
Client Services Coordinator
plano, texas, united states
Website
sfmg.com
Employees
23
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7 roles

Elizabeth Cause work experience

A career timeline built from the work history available for this profile.

Client Services Coordinator

Current
Sfmg Wealth Advisors

Plano, Texas, United States

Nov 2024 - Present

Teacher Assistant

Schoolhouse 226

Texas, United States

Apr 2024 - Nov 2024

Investment Counselor Assistant

Fisher Investments

Plano, Texas, United States

- Supports the Private Client Group by working directly with 6 Senior and Associate Investment Counselors to support 300+ high net-worth clients- Executes 40+ daily operational requests via phone and email for clients' accounts, including money movement and account maintenance- Assists the Senior Investment Counselors by proactively scheduling and maintaining client calls & meetings- Partners with vendors & internal teams to identify process gaps and develop solutions, resulting in better collaboration between internal operations teams and maximizing time for client & advisor meetings.

Mar 2022 - Aug 2024

Planning Coordinator

Northwestern Mutual

Frisco, Texas, United States

- Administrative support for 7 Financial Advisors through range of administrative and operational requests- Generated documentation for insurance applications, medical requests for underwriting and financial planning illustrations- Partnered with 8+ internal departments to ensure timely and accurate processing of client requests

Feb 2021 - Mar 2022

Office Coordinator

Northwestern Mutual

Dallas-Fort Worth Metroplex

- Greeted 10+ clients daily in person and over phone, connecting them with Advisor for meetings- Supported office staff and Director of Operations with daily revenue reports, event coordination & external vendor correspondence- Fostered inviting office culture with timely stocked supplies & clean common areas

Jan 2019 - Mar 2021

Shift Supervisor/Barista

Starbucks

Dallas/Fort Worth Area

- Delivered legendary customer service for 100+ daily customers in fast paced environment- Facilitated customer complaints while maintaining professional composure- Exceeded corporate benchmarks for daily revenue targets based on store's demographic location

Jan 2017 - Jan 2019

Assistant Preschool Teacher

The Children'S Courtyard

Arlington, Tx

- Participated in execution of full schedule of activities based on organizational curriculum- Provided basic care and caregiving activities to class of minimum of 15 children - Acted as resource for parents regarding progress of their children through frequent interaction- Identified student behavioral problems and determine appropriate course of action- Maintained detailed reports of children for organizational record-keeping

May 2016 - Jan 2017
Team & coworkers

Colleagues at SFMG Wealth Advisors

Other employees you can reach at sfmg.com. View company contacts for 23 employees →

AJ Avery J. Klatsky, Cfp® Avery J. Klatsky, Cfp® Colleague at Sfmg Wealth AdvisorsPlano, Texas, United States View → SC Stephanie Criswell Stephanie Criswell Colleague at Sfmg Wealth AdvisorsAubrey, Texas, United States View → CE Christopher Episcopo Christopher Episcopo Colleague at Sfmg Wealth AdvisorsPlano, Texas, United States View → SB Sihem Benalah Sihem Benalah Colleague at Sfmg Wealth AdvisorsGreater Paris Metropolitan Region, France View → JK Jennifer Kunhardt Jennifer Kunhardt Colleague at Sfmg Wealth AdvisorsRockwall, Texas, United States View → DG David Gamble David Gamble Colleague at Sfmg Wealth AdvisorsPlano, Texas, United States View → MH Melissa Hawkins Melissa Hawkins Colleague at Sfmg Wealth AdvisorsPlano, Texas, United States View → JP Jo Pa Jo Pa Colleague at Sfmg Wealth AdvisorsHayward, California, United States View → GC Garrett Cayet, Cfa Garrett Cayet, Cfa Colleague at Sfmg Wealth AdvisorsDallas, Texas, United States View → SS Shashin Shah, Cfa, Cfp® Shashin Shah, Cfa, Cfp® Colleague at Sfmg Wealth AdvisorsDallas, Texas, United States View →
1 education record

Elizabeth Cause education

FAQ

Frequently asked questions about Elizabeth Cause

Quick answers generated from the profile data available on this page.

What company does Elizabeth Cause work for?

Elizabeth Cause works for SFMG Wealth Advisors.

What is Elizabeth Cause's role at SFMG Wealth Advisors?

Elizabeth Cause is listed as Client Services Coordinator at SFMG Wealth Advisors.

Where is Elizabeth Cause based?

Elizabeth Cause is based in Celina, Texas, United States while working with SFMG Wealth Advisors.

What companies has Elizabeth Cause worked for?

Elizabeth Cause has worked for Sfmg Wealth Advisors, Schoolhouse 226, Fisher Investments, Northwestern Mutual, and Starbucks.

Who are Elizabeth Cause's colleagues at SFMG Wealth Advisors?

Elizabeth Cause's colleagues at SFMG Wealth Advisors include Avery J. Klatsky, Cfp®, Stephanie Criswell, Christopher Episcopo, Sihem Benalah, and Jennifer Kunhardt.

How can I contact Elizabeth Cause?

You can use AeroLeads to view verified contact signals for Elizabeth Cause at SFMG Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Elizabeth Cause attend?

Elizabeth Cause holds Early Childhood Education from Harding University.

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