Elizabeth Sforza
Senior Client Service AssociateElizabeth serves as a Senior Client Service Associate in our Melville, NY office, supporting the local advisory team. She acts as a direct point of contact and key resource for both advisors and clients, ensuring they receive exceptional service and prompt attention to their needs. Drawing on her deep technical expertise in custodial operations and wealth management, Elizabeth is committed to building client trust and continuously seeks to improve firm processes, deliver outstanding client experiences, and strengthen lasting client relationships.
Prior to joining the team, Elizabeth was a financial planner for a private wealth management firm and served as a legal assistant at a Long Island law firm.
Elizabeth enjoys traveling, spending time with loved ones, and keeping an active lifestyle by participating in obstacle course races like Tough Mudder.
Previous Experience
- Client Relationship Manager at GM Advisory Group
- Senior Client Services Specialist at GM Advisory Group
- Client Support Specialist at GM Advisory Group
- Financial Planner/Assistant at A.G. Morgan Wealth Management, LLC
- Legal Assistant at Murphy & Lynch, P.C.
Education & Credentials
- MBA, Long Island University
- BS, Long Island University, Finance
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
