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Elizabeth W

Series 66

Pittsfield, IL

Midwestern Securities Trading Company, LLC

Elizabeth White is a financial advisor at Midwestern Securities Trading Company, LLC with four years of industry experience. She holds a Series 66 designation and also serves as Vice President of Operations at Eagle Valley Bank, where she has worked since 2001. Additionally, she is an Alderman for Ward 2 in the City of Pittsfield and serves on the board of the Pike County Chamber of Commerce. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to both internal model portfolios and third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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