MBA Finance and International Business, Columbia Business School
BA in American Political Economy,
Registrations and Licenses:
FINRA Series 7, 63 & 65 Registrations Life, Health, Accident, and Variable Insurance Licenses
Financial Womens Association
Fixed Income Analysts Society
Elevate Network (Formerly 85 Broads)
Columbia Women in Business
Elizabeth joins Allied Wealth Partners with over 20 years of experience managing and analyzing investment portfolios in fixed income and equity markets. Beths practice has a special focus on educating and helping women and their families build a financially secure future. Having served on many non-profit boards, she is well equipped to understand the financing needs of endowments, foundations and service-oriented organizations. Beths philosophy is making "Smart Investments in a Volatile World".
Beth prides herself on managing assets for clients focused on protecting principal in down markets and maximizing potential returns in up markets. By building customized investment portfolios tailored to the financial needs and goals of each individual or business, Beth provides a thorough examination of all aspects of the clients financial needs.
As the previous Vice President and Portfolio Manager of Leveraged Loans at Shenkman Capital, she managed $1 billion AUM for several portfolios. Beths superb management skill of large portfolios is an asset to her clientele. She makes sure she provides excellence in service to her individual clients.
Beth resides with her husband, Don and daughters, Emma and Jane in New Providence, New Jersey. In her free time, Beth likes to run, hike, kayak and play tennis. She is active in her community serving on audit boards of a number of non-profit organizations. In addition, she is the founding member of the Wheaton College Club of Northern NJ and is actively involved in Columbia Women in Business Club.
Elizabeth Wahlig is a Financial Advisor with Allied Wealth Partners and Securian Financial Services, Inc. She has earned her FINRA Series 7, 63 and 65 registrations and holds her Life, Health, Accident and Variable Insurance licenses.
Allied Wealth Partners
792 Chimney Rock Road, Suite D
Martinsville, NJ 08836
Phone: (732) 630-7909
Cell Phone: (908) 313-5241
Fax: (888) 974-0396
Elizabeth Wahlig is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated.
Tracking #:1356296 DOFU:11/2015