Elizabeth Wilson, CFP®

Elizabeth Wilson is a Managing Director and Private Advisor for Monarch Wealth Partners with Rockefeller Global Family Office. Liz has over three decades of experience in financial services and enjoys bringing simplicity and creative solutions to the complex issues clients face.

Prior to joining Rockefeller, Liz was a Managing Director with Truist, and before that founded and managed The Monarch Group LLC.  Liz is a Certified Financial Planner® and holds a master’s in financial planning, as well as a BA in Management and Human Relations.

Liz is passionate about volunteer work in her local community.  In 2006 she was named Woman of the Year by the Leukemia & Lymphoma Society.  In 2016 she received the highest honor given to a volunteer by the YMCA of Middle Tennessee, The Order of the Red Triangle.  She is the immediate past Chair of the YMCA of Middle Tennessee and was awarded the 2023 H.G. Hill, Jr. Philanthropic Award. Named to Forbes 2024 Top Women Best-In-State list. In her free time, Liz enjoys family time, cycling, triathlon, travel, and paddle boarding with her dog, Cinder.

The Forbes rankings discussed above was designated in February 2024 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.