Liz Wilson, Cfp® Email & Phone Number

Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government… Show more Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure Show less

Nashville, Tn

BB&T Securities, LLC, member FINRA/SIPC, is a wholly owned nonbank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Securities are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for BB&T Securities may only conduct business in states and jurisdictions where they… Show more BB&T Securities, LLC, member FINRA/SIPC, is a wholly owned nonbank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Securities are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for BB&T Securities may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures please visit www.bbtsecurities.com Show less

Greater Nashville Area, Tn

Monarch Advisory Group provides integrated wealth management services that include financial, investment, and estate planning strategies that work together to support each client’s journey to their dreams.Our goal is to help you understand what assets you have, AND why you have them. We’ll take you through our unique process to help you understand complex financial issues, and inspire action on personalized strategies through education and communication.DREAM – Together, we’ll… Show more Monarch Advisory Group provides integrated wealth management services that include financial, investment, and estate planning strategies that work together to support each client’s journey to their dreams.Our goal is to help you understand what assets you have, AND why you have them. We’ll take you through our unique process to help you understand complex financial issues, and inspire action on personalized strategies through education and communication.DREAM – Together, we’ll outline your “dreamline.” Want to retire in 10 years? A new car every 5 years? A family vacation every year? We’ll map it all out so we can tailor our recommendations to YOUR ideal life.PLAN – This is really what sets us apart. We’ll help you create a spending plan, a savings plan, and a contingency plan to help you mitigate known or unexpected risks. SOAR – Once we have a clear plan, it’s time to move forward. Through LPL Financial, we offer access to a full complement of asset classes and investment alternatives from the nation’s largest independent broker-dealer*, so we can deliver the highest level of services to our clients.INSPIRE –With effective wealth management services, I am proud that I am able to help my clients pursue the means to not only give through volunteering, but through financial gifts to the causes that are closest to their hearts. Planned giving is an integrated piece of our tax and estate planning services.I invite you to experience the Monarch difference. Contact my office at 615-614-0070 for a consultation today.SPECIALTIES: Risk management, cash flow management, retirement planning, estate planning, investment management, portfolio review, asset allocation, college funding.*As reported by Financial Planning magazine, June 1996-2015, based on total revenue. Show less

Greater Nashville Area, Tn

In 1998, I co-founded Belt & Johnson Financial Associates, a Registered Investment Advisor in the State of Tennessee. As a registered Securities Representative with Linsco Private Ledger, we offered fee-based comprehensive financial planning and fee-based investment advisory and management services. Specialties included cash flow management, retirement planning, estate planning, investment management, portfolio review, asset allocation, and college funding.

Greater Nashville Area, Tn

I began my career in financial services as Marketing Representative at First Trust Money Services, and progressively promoted to Senior Vice President of Client Development and Client Services. I provided financial planning and investment advisory services to the firm’s clients. Served on Investment Advisory Committee. Developed advertising and client development programs for the firm.

Master'S Degree, Financial Planning

Ba, Management And Human Relations

Masters, Financial Planning

Bachelor Of Arts - Ba, Management And Human Relations