Elizabeth Jensen Senior Wealth Strategist
- Juris Doctor from Pepperdine University School of Law
- Bachelor of Arts from Brigham Young University
- Certified Financial Planner (CFP®) designation
Elizabeth serves as a trusted advisor to individuals and families across Central Texas in her role as Senior Wealth Strategist in the Austin office. She specializes in working alongside clients to help them identify, progress toward, and achieve their most meaningful financial and related goals. Her responsibilities include assessing a client's objectives, assembling a customized team, and overseeing the delivery of Northern Trust's expertise and services.
Previously, Elizabeth spent more than a decade at Wells Fargo Private Bank delivering complex financial, estate and tax planning solutions to ultra high net worth clients. Prior to that, she worked as a practicing estate and tax planning attorney advising and educating large nonprofit organizations and successful philanthropists on charitable giving techniques as well as other corporate and tax matters.
Elizabeth recently relocated to Austin and is looking forward to getting involved with community organizations. Previously, she was active in her local congregation and organizations focused on providing services and resources for families in need.