Broker Check

Leaving Site Disclaimer

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving our web site and assume total responsibility and risk for your use of the sites you are linking to. Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.

Click here to proceed

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.

Unbiased Perspective

Sign up for our E-Newsletter to Receive Information Important to You