Elizabeth Grady
Elizabeth Grady is a financial consultant with Equitable Advisors where she advises business owners, families and individuals. She was inspired to study finance in college and graduated from DePauw University with a B.A. in Economics & Classical Civilizations in 2014. She has attained her FINRA Series 7 & 66 licenses and is currently pursuing her CFP®, CHFC & CLU designations. Elizabeth has an unbridled enthusiasm for the financial services industry and all that it has to offer her counterparts fostered by her mentor, Kate Leipprandt. Elizabeth is particularly interested in having members of her generation embrace a financial plan, which will give them confidence for the various challenges that they will encounter both personally and professionally. She firmly believes that if one has a balanced, well-thought out strategy, a person will be able to more strongly navigate the peaks and valleys of life with the added benefit of being able to help others. Elizabeth's confidence in the importance of sound planning was instilled from an early age by her grandfather whose life example bore fruit in his long retirement through age 99.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.