Elizabeth Caputo - Wealth Advisor

 
elizabeth-caputo

Elizabeth works with clients to compile data and prepare financial planning reports, and educates clients on how to make use of the Heron Wealth planning tools.

Elizabeth brings an extensive background in relationship management, including more than a decade in sales with The New York Times. Her initial projects at Heron included the successful transition of client data to our current technology platform.

Elizabeth holds a Bachelor of Arts in Communication and Information Science from the University of Alabama and an Advanced Diploma in Financial Planning from New York University.

A long time member of the New York Junior League, Elizabeth currently chairs Engagement Events, a committee dedicated to fostering volunteer relationships.

ElizabethCaputo@HeronWealth.com
Direct: 347 580-5287

 

Articles by Elizabeth