AeroLeads people directory · profile
Liz Mcgrath - Cfp®, Cdfa®, Ctfa Email & Phone Number
Wealth Management (SVP/Relationship Manager) | CFP®, CDFA®, CTFA | Expertise in managing multi-generational wealth, financial & retirement planning, trust administration, business development & leadership
at
Key Private Bank
1 work email found
@key.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management (SVP/Relationship Manager) | CFP®, CDFA®, CTFA | Expertise in managing multi-generational wealth, financial & retirement planning, trust administration, business development & leadership
Location
Seattle, Washington, United States
Who is Liz Mcgrath - Cfp®, Cdfa®, Ctfa? Overview
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Quick answer
Liz Mcgrath - Cfp®, Cdfa®, Ctfa is listed as Wealth Management (SVP/Relationship Manager) | CFP®, CDFA®, CTFA | Expertise in managing multi-generational wealth, financial & retirement planning, trust administration, business development & leadership at Key Private Bank, based in Seattle, Washington, United States. AeroLeads shows a work email signal at key.com and a matched LinkedIn profile for Liz Mcgrath - Cfp®, Cdfa®, Ctfa.
Liz Mcgrath - Cfp®, Cdfa®, Ctfa previously worked as Senior Vice President & Relationship Manager CFP®, CTFA, CDFA at Key Private Bank and Senior Vice President, Senior Client Experience Manager - CFP®, CTFA at Key Private Bank. Liz Mcgrath - Cfp®, Cdfa®, Ctfa holds Business Administration, Marketing from Gies College Of Business - University Of Illinois Urbana-Champaign.
Company email context
Email format at Key Private Bank
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*@key.com
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AeroLeads found 1 current-domain work email signal for Liz Mcgrath - Cfp®, Cdfa®, Ctfa. Compare company email patterns before reaching out.
Profile bio
About Liz Mcgrath - Cfp®, Cdfa®, Ctfa
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.
Listed skills include Wealth Management, Portfolio Management, Management, Financial Planning, and 23 others.
Current workplace
Liz Mcgrath - Cfp®, Cdfa®, Ctfa's current company
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10 roles · 28 years
Liz Mcgrath - Cfp®, Cdfa®, Ctfa work experience
A career timeline built from the work history available for this profile.
Senior Vice President & Relationship Manager Cfp®, Ctfa, Cdfa
Current
2023 - Present
~3 yrs 5 mos
Senior Vice President, Senior Client Experience Manager - Cfp®, Ctfa
2018 - 2023
~5 yrs
Vice President, Relationship Manager - Cfp®, Ctfa
Managing 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.
2016 - 2018
~2 yrs
Vice President & Client Advisor - Cfp®, Ctfa
If 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.
2013 - 2016
~3 yrs
Vice President & Relationship Manager - Cfp®, Ctfa
Since 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.
2011 - 2013
~2 yrs
Vice President & Trust Officer - Cfp®, Ctfa
BMO 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.
2001 - Sep 2011
Marketing Services Specialist
Organized 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.
2000 - 2001
~1 yr
Strategic Sourcing Specialist
Solicited 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
1998 - 2000
~2 yrs
Principal
Harris Mycfo
Harris 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.
2005 - 2009
~4 yrs
6 education records
Liz Mcgrath - Cfp®, Cdfa®, Ctfa education
Business Administration, Marketing
Gies College Of Business - University Of Illinois Urbana-Champaign
Family Business Succession
Cannon Financial Institute
Certificate In Business Development
University Of Washington
Pre-Law Certificate
Northwestern University Pritzker School Of Law
Financial Planning Certificate Program
Depaul University
Certified Trust And Financial Advisor
The Institute Of Certified Bankers
FAQ
Frequently asked questions about Liz Mcgrath - Cfp®, Cdfa®, Ctfa
Quick answers generated from the profile data available on this page.
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 Key Private Bank?
Liz Mcgrath - Cfp®, Cdfa®, Ctfa is listed as Wealth Management (SVP/Relationship Manager) | CFP®, CDFA®, CTFA | Expertise in managing multi-generational wealth, financial & retirement planning, trust administration, business development & leadership at Key Private Bank.
What is Liz Mcgrath - Cfp®, Cdfa®, Ctfa's email address?
AeroLeads has found 1 work email signal at @key.com for Liz Mcgrath - Cfp®, Cdfa®, Ctfa at Key Private Bank.
Where is Liz Mcgrath - Cfp®, Cdfa®, Ctfa based?
Liz Mcgrath - Cfp®, Cdfa®, Ctfa is based in Seattle, Washington, United States while working with Key Private Bank.
What companies has Liz Mcgrath - Cfp®, Cdfa®, Ctfa worked for?
Liz Mcgrath - Cfp®, Cdfa®, Ctfa has worked for Key Private Bank, Whittier Trust Company, Washington Trust Bank, Harris N.A., and Harris Mycfo.
How can I contact Liz Mcgrath - Cfp®, Cdfa®, Ctfa?
You can use AeroLeads to view verified contact signals for Liz Mcgrath - Cfp®, Cdfa®, Ctfa at Key Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Liz Mcgrath - Cfp®, Cdfa®, Ctfa attend?
Liz Mcgrath - Cfp®, Cdfa®, Ctfa holds Business Administration, Marketing from Gies College Of Business - University Of Illinois Urbana-Champaign.
What skills is Liz Mcgrath - Cfp®, Cdfa®, Ctfa known for?
Liz Mcgrath - Cfp®, Cdfa®, Ctfa is listed with skills including Wealth Management, Portfolio Management, Management, Financial Planning, Leadership, High Net Worth Individuals, Financial Analysis, and Estate Planning.
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