Over 9 years in financial services marketing.
I spent nearly a decade at one of the country's largest financial institutions, managing financial services marketing across the entire client journey, from a prospect's first interaction to the day they retire. During that time, I rose from coordinator to director, giving me a rare vantage point on what actually moves the needle for advisors, from grassroots lead generation to firm-wide brand strategy.
I have experience building and managing dozens of marketing plans for financial advisors, each one tailored to the advisor's unique value proposition and brand voice. I've also secured advisor recognition and placements in major publications like Forbes and the LA Times, translating technical expertise into compelling stories that build credibility and trust.
Beyond strategy, I bring hands-on creative execution to the table: strong writing and visual design skills that let me move a campaign from concept to finished product without waiting on external resources. I hold a Bachelor's degree in Communications from Pepperdine University, where I graduated with honors, and a Marketing AI certificate from Cornell.
Elizabeth Gilbert, Founder