Liz Malgari, CFP®

Wealth Advisor & Director of Client Relationships at Abaris Financial Group, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Concord, Massachusetts, United States, US

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Aug, 2021
    - Sep, 2024

Experience

  • Abaris Financial Group, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor & Director of Client Relationships
      • Aug 2021 - Present

      Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do no reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

    • Director of Client Relationships
      • Oct 2017 - Aug 2021

  • State Street Global Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Fixed Income Analyst
      • Sep 2008 - Dec 2009
  • Bank of America Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Trade Analyst
      • Jul 2006 - Sep 2008
  • State Street
    • United States
    • Financial Services
    • 700 & Above Employee
    • Portfolio Administrator
      • Jul 2005 - Aug 2006

Education

  • University of Florida
    Bachelor's degree, English Literature and Business Administration
    2000 - 2004

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