Elizabeth A. Mahoney, AAMS
President, Founding Partner Private Wealth Manager
Elizabeth A. Mahoney, AAMS is a partner and wealth manager of EverVest Financial in the Greater Phoenix, Arizona area. She began her career as a financial advisor in 2003 with A.G. Edwards and continued with Wells Fargo Advisors, LLC.
Elizabeth brings her love of teaching and focus on relationships to educate and support the families she serves. She believes in a complete planning process that encompasses all areas of wealth and investment management: Building wealth through investments, cash flow management, and planning; preserving it through liability management; protecting it with insurance and other options; and transitioning it according to client wishes. She uses a systematic approach to planning and investments, which she can discuss with you.
In order to offer a more specialized, client focused, and customized practice, Elizabeth is supported by Teresa Haire, Director of Retail Operations, Manager of Client Relations. As a team, they are able to provide, with efficiency and dedication, comprehensive planning and investment choices to a select group of clients across the country.
Elizabeth enjoys spending time with her son, Caleb. They serve the local community through Rotary and other nonprofit organizations. Elizabeth currently serves as Rotary District 5490’s Foundation Chair, and has previously held many board positions.
Elizabeth is a two-time recipient of the Wayne Farnsworth Award, recognizing her outstanding work in the community. Elizabeth is also a student at Arizona State University, and strongly believes in ongoing continuing education. In addition to her standard licenses, Elizabeth earned the Accredited Asset Management Specialist designation through the College of Financial Planning.