Elizabeth R. Pickett
Senior Portfolio Reporting Manager
My NET WORTHWHILE™ is making sure that the financial information our clients and advisors receive is correct and as up-to-date as possible.
Liz believes that good data is the key to good wealth management. As Director of Portfolio Accounting, she strives to ensure that clients receive exceptional service and that all their account level needs are being met. She works behind the scenes to assist our advisors with the implementation of planning and investment strategies for clients. Liz also provides leadership to SignatureFD’s client care team, who are responsible for researching and responding to client inquiries, processing account openings and closings, assisting with account distributions, and portfolio accounting and reporting.
With more than 25 years of experience in the financial service industry, Liz has the in-depth industry knowledge and the ability to manage and resolve multifaceted operational issues. Her primary area of expertise is operational management.
Prior to joining SignatureFD, Liz worked with an investment management firm in Marietta, Georgia, as a financial associate.SAVE AS PDF
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.