Liz Sforza
Senior Client Service Associate
Based in Wealthspire’s Melville office, Liz supports clients and their advisors with account openings, money movement, record maintenance, and other ongoing service needs. With more than 11 years at the firm, she has developed longstanding client relationships built on responsiveness, consistency, and a deep understanding of the families she serves. Liz has spent her career in client service, progressing through Client Service Specialist and Client Service Associate roles at Wealthspire. Her experience has given her strong knowledge of wealth management operations and custodian processes, as well as an understanding of how to anticipate client needs and coordinate effectively with advisors and colleagues. She especially values the relationships she has built with clients and the trust that develops over time. Liz holds a bachelor’s degree in Finance and a Master of Business Administration.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
