Senior Marketing Consultant
Elizabeth Lee is part of LPL's Business Solutions team. With nearly a decade of experience in both traditional and digital marketing, Elizabeth designs and executes marketing strategies to help advisors grow their business. Prior to joining LPL, she worked as the Marketing Coordinator at Canterbury Consulting, where she focused on building events, proposals, presentations, and online marketing initiatives that promoted Canterbury’s services and brand.
Elizabeth graduated from the University of California, Irvine (UCI) and is a Southern California native. She spends her spare time volunteering with the Alzheimer’s Association and the UCI Paul Merage School of Business’ Center for Investment and Wealth Management, which serves as a resource for financial education with goals of increasing financial literacy and minimizing financial instability.
DIRECTOR OF CLIENT RELATIONS
Open:M-F 6:30am - 4:00pm PST
At StrateFi, we believe the advisor-client relationship only thrives when it’s a good fit for both sides.
18881 Von Karman Ave, Suite 410
Irvine, CA 92612
3650 Mayberry Dr.#101-7
Reno, NV 89509
BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.