Focus: Insurance Strategies, Financial Education, Estate Planning, Risk Management Strategies, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Investment Strategies
Elisabeth Brady joined Commonwealth Financial Group in 2019 as a Financial Planner. Elisabeth began her financial planning practice with Modern Woodmen of America and then moved to CFG to expand her offerings and to leverage the resources CFG offers her and her clientele. Elisabeth believes everyone deserves financial planning expertise and advice – regardless of the size of their portfolio. Elisabeth is licensed in Massachusetts and NH, maintaining her Series 6 and Series 63, and Life and Health (Disability Income Insurance) licenses.
Elisabeth graduated from Boston College with a bachelor’s degree in Political Science. After graduation, she worked in publishing at Harvard Medical School, The Emory Clinic, eBay Enterprise, and Fidelity Investments before discovering her passion for helping others create success in their lives through financial planning. Having run her own business, Elisabeth understands the associated stressors small businesses face, and enjoys working with business owners to achieve their goals. Elisabeth is also passionate about helping to provide financial security for families with special needs children due to her advocacy with the Haverhill Special Education Parent Advisory Council (SEPAC).
Elisabeth lives in Haverhill with her husband William, children Claire and Liam, and their dog Dory. Elisabeth is an active member of the Greater Haverhill Chamber of Commerce and BNI Dynamic Referrals, Haverhill. When not spending time with her family or her clients, Elisabeth enjoys giving back to her community through volunteer work.
Check the background of this investment professional on FINRA’s BrokerCheck
101 Federal St. #800
Boston, MA 02110