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Elizabeth M. Oliver, CFA®, CPA

Associate Financial Consultant: Investment Services

Ms. Oliver engages with the private wealth and institutional clients of Centurion, most recently serving in the role as consultant.  With experience across multiple financial services such as investment analysis, corporate finance, wealth planning, and retirement plan administration, Ms. Oliver has deep knowledge and delivers valuable client guidance.  Her career includes positions with an independent financial planning and investment management firm, a privately-held small business, and EY.

 

Beth earned her BS in Economics from the Wharton School of the University of Pennsylvania.  She is a Chartered Financial Analyst® charterholder and Certified Public Accountant.  She is a Series 7 Registered Representative with the Financial Industry Regulatory Authority (FINRA) and a Series 66 Investment Adviser Representative with the Securities and Exchange Commission (SEC). Beth is a Licensed Resident Producer for Life and Annuities with the Pennsylvania Insurance Department. She is a member of the CFA Institute and the CFA Society of Philadelphia, as well as the American and Pennsylvania Institutes of CPAs.

 

In the community, Beth serves as a Trustee and Chair of the Finance Committee at the Academy of Notre Dame de Namur in Villanova, PA. Beth also serves on the Finance Commission of the Franciscan Friars of Our Lady of the Angels Province, Order of Friars Minor Conventual in Ellicott City, MD.

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