Originally from Morehead City and recently returning to New Bern, Elizabeth joined the BlueSky advisory team in 2025. In her previous role, she discovered a deep passion for working with clients and helping them navigate their financial needs. So, she decided to leave corporate America and move closer to home- finding that BlueSky was the best of both worlds.
Elizabeth graduated from the University of North Carolina at Pembroke with a Bachelor of Business Administration with a concentration in Finance. After graduation, she began her career at The Private Bank at Wells Fargo, where she served high-net-worth clients for several years. Being in a profession that can carry a negative connotation, Elizabeth is passionate about acting with integrity and doing what is right for her clients.
Before moving back to New Bern, Elizabeth was actively involved in volunteer opportunities, including volunteering at a soup kitchen associated with her church, a women's Domestic Violence shelter, and local events such as the Charlotte Marathon and Charlotte Coffee Club. She plans to continue volunteering in New Bern as well.
What do you enjoy most about being part of BlueSky?
The people! The team is incredibly welcoming and always ready to lend a helping hand. The success of each person individually is just as important as the overall success of the firm.
What does “improving the quality of our clients’ lives” mean to you?Acting with integrity to help clients achieve their goals and live the life they’ve always dreamed of.
What keeps you busy when you’re not working?Outside of the office, Elizabeth enjoys being outdoors, whether that be playing tennis, golf, or going on a walk. She also likes to catch up on her favorite TV shows and shop.