Elizabeth Barry joined Willamette Financial Advisors in 2017 and brings over 12 years of operations and financial planning experience. She has worked with both large and small advisory firms and possesses a broad understanding and knowledge of private wealth management, foundations and endowments, and retirement plans.
Elizabeth’s operations background consists of account servicing, trading and transactions, cost basis tracking, and money movement. Her experience with mutual funds, stocks and ETFs, separately managed accounts, limited partnerships, private equity, and private real estate enables Elizabeth to provide a broad range of options and solutions to clients. In directing financial plan preparations and scenario comparisons, she excels in helping clients identify their needs and assist them in reaching their short- and long-term financial goals.
Elizabeth’s current endeavor is to obtain her Certified Financial Planner, CFP® designation, with the intention of becoming a full advisor with the firm. She has an interest in Environmental, Social, and Governance (ESG) funds to assist clients in aligning their investments with their personal values.
Born and raised in Oregon, Elizabeth enjoys traveling, hiking, exploring Portland, and spending time with her two dogs.