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Elizabeth James

Elizabeth James

CRPS Financial Advisor

Elizabeth has more than 17 years of experience as a financial advisor and helps individuals and families with wealth accumulation, protection and distribution strategies tailored to meet their lifetime income goals as well as legacy goals, all in the most tax-advantaged way. She enjoys helping those who are nearing or transitioning into retirement with the distribution phase of their wealth cycle. Elizabeth has also earned the Chartered Retirement Plans Specialist (CRPS) designation and has expertise in working with qualified plans and other retirement accounts.

Elizabeth is from Charleston, South Carolina, where she spent many years at a “big box” brokerage firm. She graduated from the College of Charleston in 2003 with her Bachelor of Science in economics and a minor in finance. She holds a Series 66 Investment Advisor license as well as a Texas insurance license.

Elizabeth enjoys all the outdoors that Austin has to offer, and when she is not working, she can be found hiking, kayaking, paddle boarding, boating or, of course, working out. She has two daughters, Hannah, a junior at the College of Charleston, and Bayla, a freshman at Austin Community College.

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