Elizabeth McKown

Elizabeth McKown joined Rockefeller in May of 2022 after serving clients at Merrill Lynch Wealth Management for the past 10 years. She began her financial services career in 2010 with Merrill Lynch as an Office Operations Lead. In 2012 she joined The Mendoza Group as a Client Associate, where she managed relationships with clients, assisted in account development, and ran team operations. In 2015, Elizabeth transitioned to a Financial Advisor and has since been committed to building long-term relationships and providing clients with attentive, timely, and personalized services. Elizabeth works closely with Matt and David to conduct retirement analyses, and portfolio reviews as well as manage the team’s operations.

Elizabeth holds a bachelor’s degree in financial economics from the University of Maryland Baltimore County. She and her husband currently live in South Bay, California, with their two kids and golden retriever. Elizabeth enjoys spending time with friends and family, chasing her kids around, traveling, and cooking.