As a financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can help with your retirement savings strategy, establish a regular flow of income in retirement and provide a legacy to your loved ones.
In 2008, I joined Edward Jones as a financial advisor, and became a limited partner with the firm in 2014.
I earned a bachelor's degree in marketing and a Master of Business Administration from Florida State University.
During my career, I have received numerous awards and held several leadership roles. Some of these awards include: Partner's Award, Profitability Achievement Award and the Spirit of Partnership Award. I have volunteered my time to help other financial advisors succeed in their careers by serving as their mentor and as a visiting veteran financial advisor at our home office in St. Louis, MO.
I am an active member of the community and serve as the President of the American Business Women's Association and as Chairman of the Board of the Finance Council of Our Lady of Lourdes Catholic Church. I am a mentor for the IGNITE 360 Business Mentoring Program of weVENTURE. Previous involvement includes board membership of the American Association of University Women, Rolling Readers and Catholic Charities of Central Florida.
A true passion of mine is helping my clients understand their investments and achieve their financial dreams. I deliver educational workshops on investing and have been invited on several occasions to present and share investment knowledge to organizations in the community.
I provide highly personalized service and I would like to help answer your questions so you can make informed, financially sound decisions. Please do not hesitate to contact me to discuss your personal situation and options.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberElizabeth Oros at (321) 729-6447
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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