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Elizabeth W

CFP®, ChFC®, Series 66

Cortez, CO

Newedge Advisors

Elizabeth Weber is a financial advisor with NewEdge Advisors, holding CFP® and ChFC® designations and five years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2026, she worked at Raymond James Financial Services Advisors, Inc. and Edward Jones. Outside of her advisory role, she is involved in managing multiple rental real estate properties. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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