Elizabeth Rogers
Client Services Specialist
704-733-6906
Elizabeth.Rogers@CarnegiePW.com
Elizabeth Rogers is originally from Gastonia, North Carolina, and has over 26 years of experience in the Financial Services Industry. She holds the Series 7 and 63 licenses through LPL Financial. When not assisting clients, Elizabeth enjoys hiking, gardening, attending concerts, and spending time with her two children, Sarah and Rebecca. She also finds time to dote on several pets, including her Border Collie, Sam, barn cat, Castiel, and six hens. Elizabeth proudly supports Conduit Carolinas.
EDUCATION & PROFESSIONAL EXPERIENCE
- Computer applications
- Raymond James, implementing client software
- 13 Years as a stockbroker with Scottrade - taught classes on options, margin and asset allocation
- 8 Years with Wells Fargo as Senior Registered Client Associate
EXPERIENCE
- 26+ years of industry experience
LICENSES
- Series 7 and 63 licenses through LPL Financial
OUTSIDE INTERESTS
- Family
- Hiking
- Gardening
- Attending Concerts