Liz Mcgrath - Cfp®, Cdfa®, Ctfa Email and Phone Number
Liz Mcgrath - Cfp®, Cdfa®, Ctfa work email
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Liz Mcgrath - Cfp®, Cdfa®, Ctfa personal email
I am an energetic leader with a passion and talent for wealth management. I have extensive hands-on experience in trust administration, relationship management and compliance. Proven track record in delivering exemplary customer focused service to high net worth families, business owners and emerging wealth individuals. Repeated success at meeting challenging client needs and building lasting, profitable relationships. Strong leadership skills, in addition to mentoring and people management skills. Highest standards of personal and professional ethics and integrity.If you or any of your friends or family could benefit from a conversation with me or my team, please reach out to me at: elizabeth_mcgrath@keybank.com or 425-709-4203.Specific Areas of Expertise Include:- Comprehensive knowledge of capital markets and general asset allocation & risk management.- Cash flow & estate tax liability planning using MoneyGuidePro.- Wealth transfer analysis including Long Term Care Insurance vs Self Insuring.- Family governance & legacy planning.- Grant request review and guideline setting for private family foundations.- Ensure compliance with trust document provisions.- Net promoter score: #1 client satisfaction score in the company (2022).- Non-profit board service & membership recruitment.- CRM -Salesforce database management.- Entrepreneurial book of business management.- Curate speakers and organize client, center of influence, educational and networking events.
Key Private Bank
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Key Private BankSeattle, Wa, Us
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Senior Vice President & Relationship Manager Cfp®, Ctfa, CdfaKey Private Bank 2023 - PresentCleveland, Ohio, Us -
Senior Vice President, Senior Client Experience Manager - Cfp®, CtfaKey Private Bank 2018 - 2023Cleveland, Ohio, Us
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Vice President, Relationship Manager - Cfp®, CtfaKey Private Bank 2016 - 2018Cleveland, Ohio, UsManaging wealth for yourself and your family can be a highly complex process. But with the help of an educated and experienced guide, you can effectively manage your wealth while ensuring you don't miss opportunities along the way.Our approach to wealth planning follows a consistent, disciplined process guided by objective advice based on your unique situation. Led by your Relationship Manager, a team of specialists will spend time understanding the needs of you and your family, and provide you with tailored advice and a broad array of solutions.You'll have access to creative solutions and integrated wealth strategies to meet your needs and goals, all in an easy, convenient and accessible manner.
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Vice President & Client Advisor - Cfp®, CtfaWhittier Trust Company 2013 - 2016Pasadena, Ca, UsIf your definition of wealth is what’s truly important and lasting, we share the same philosophy. At Whittier Trust, we pay attention to both the tangible and intangible aspects of family wealth – and have done so for over four generations.We have refined our singular focus on the business of wealth management since 1935. Today, Whittier Trust offers a breadth of financial services and expertise supported by an exceptional commitment to personal service reflecting our family office roots. We collaborate closely with our clients and their advisors to tailor investment strategies that meet their unique needs, goals, and values—in other words, we focus on what your wealth means to you. -
Vice President & Relationship Manager - Cfp®, CtfaWashington Trust Bank 2011 - 2013Spokane, Wa, UsSince 1902, Washington Trust Bank as provided wealth management services to individuals, organizations, businesses and professionals throughout the Northwest. Four generations of consistent, Stanton family leadership has led Washington Trust Bank to be the oldest and largest closely-held commercial bank in the Pacific Northwest. Today with more than 40 offices throughout Washington, Idaho and Oregon the Wealth Management & Advisory Services division serves individual, nonprofit and business clients with administration of assets in the billions of dollars. -
Vice President & Trust Officer - Cfp®, CtfaHarris N.A. 2001 - Sep 2011Chicago, Illinois, UsBMO Harris Bank, N.A. is a United States bank based in Chicago, Illinois. It is a member of the Federal Reserve System and operates branches in the states of Illinois, Indiana, Arizona, Missouri, Minnesota, Kansas, Florida, and Wisconsin. BMO Harris Bank has over 600 branches and 1,300 ATMs and employs 14,500 staff in the United States. The bank is a subsidiary of the Canadian Bank of Montreal, commonly known as "BMO", which owns BMO Harris Bank through the holding company BMO Financial Corporation.Administered more than 250 Irrevocable Trusts, Revocable Trusts, Charitable Lead Trusts, Foundations, Administered Irrevocable Trusts, Charitable Remainder Trusts, Crummey Trusts, IRAs and Investment Management Accounts valued at over $800 million; revenue over $3.4 million.Lead a team of employees to plan team building activities for myCFO department of 60 employees; managed budget of $25,000.Summer intern manager – responsible for learning objectives & supervision. -
Marketing Services SpecialistHarris N.A. 2000 - 2001Chicago, Illinois, UsOrganized 2001 Wealth Management Conference. Developed agenda, monitored conference registration, coordinated travel logistics and fee payment for 150 attendees.Created and maintained Wealth Market client database in Access.
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Strategic Sourcing SpecialistHarris N.A. 1998 - 2000Chicago, Illinois, UsSolicited and analyzed requests for proposals for corporate housing, professional search firms, temporary staffing firms and moving van companiesPartnered with Harris legal counsel to negotiate contracts with suppliers
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PrincipalHarris Mycfo 2005 - 2009Harris myCFO is a brand used by Harris myCFO Inc. offering integrated wealth management with independent investment advisory services and the comprehensive capabilities of a multi-family office. These services include investment advisory, tax planning, financial reporting and expense management, estate planning and trust services, risk management and insurance advisory, philanthropic planning, family education, capital advisory, and custom banking.
Liz Mcgrath - Cfp®, Cdfa®, Ctfa Skills
Liz Mcgrath - Cfp®, Cdfa®, Ctfa Education Details
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Gies College Of Business - University Of Illinois Urbana-ChampaignMarketing -
Cannon Financial InstituteFamily Business Succession
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University Of WashingtonCertificate In Business Development
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Northwestern University Pritzker School Of LawPre-Law Certificate
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Depaul UniversityFinancial Planning Certificate Program
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The Institute Of Certified BankersCertified Trust And Financial Advisor
Frequently Asked Questions about Liz Mcgrath - Cfp®, Cdfa®, Ctfa
What company does Liz Mcgrath - Cfp®, Cdfa®, Ctfa work for?
Liz Mcgrath - Cfp®, Cdfa®, Ctfa works for Key Private Bank
What is Liz Mcgrath - Cfp®, Cdfa®, Ctfa's role at the current company?
Liz Mcgrath - Cfp®, Cdfa®, Ctfa's current role is Wealth Management (SVP/Relationship Manager) | CFP®, CDFA®, CTFA | Expertise in managing multi-generational wealth, financial & retirement planning, trust administration, business development & leadership.
What is Liz Mcgrath - Cfp®, Cdfa®, Ctfa's email address?
Liz Mcgrath - Cfp®, Cdfa®, Ctfa's email address is el****@****ank.com
What schools did Liz Mcgrath - Cfp®, Cdfa®, Ctfa attend?
Liz Mcgrath - Cfp®, Cdfa®, Ctfa attended Gies College Of Business - University Of Illinois Urbana-Champaign, Cannon Financial Institute, University Of Washington, Northwestern University Pritzker School Of Law, Depaul University, The Institute Of Certified Bankers.
What skills is Liz Mcgrath - Cfp®, Cdfa®, Ctfa known for?
Liz Mcgrath - Cfp®, Cdfa®, Ctfa has skills like Wealth Management, Portfolio Management, Management, Financial Planning, Leadership, High Net Worth Individuals, Financial Analysis, Estate Planning, Investments, Trusts, Relationship Management, Strategic Financial Planning.
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