Elizabeth Sforza

Senior Advisor Associate

Elizabeth is a direct point of contact and a key resource for clients, helping them to define their unique legacies and addressing a variety of their financial needs. As a senior advisor associate, she is responsible for delivering the highest level of client service and collaborating daily with the broader advisory team to ensure that clients’ needs are met in a timely manner. Elizabeth is passionate about inspiring trust in clients and continually strives to improve the firm’s processes, deliver an excellent client experience, and strengthen relationships with clients.

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.