Liz Talbot
About Liz Talbot
Liz Talbot serves as the Executive Director and Senior Financial Counselor at The Colony Group, where she leads a team in developing customized financial strategies for clients. With a background in auditing and extensive experience in financial planning, she also dedicates time to advising local charities.
Work at Colony
Liz Talbot serves as the Executive Director and Senior Financial Counselor at The Colony Group, a position she has held since 1991. In this role, she manages a team of professionals dedicated to helping clients develop and monitor their financial roadmaps. Talbot focuses on creating customized financial strategies that adapt to changes in clients' personal financial goals and market conditions. Her long tenure at The Colony Group has allowed her to contribute significantly to the firm's growth and development over the years.
Education and Expertise
Liz Talbot holds a Bachelor of Science in Business Administration and Accounting from Boston College, where she studied from 1978 to 1982. She furthered her education by obtaining a Master's Degree in Taxation and Financial Planning from Bentley University. Her academic background provides a strong foundation for her expertise in financial counseling and strategy development.
Background
Before joining The Colony Group, Liz Talbot worked as an Audit Senior at Ernst & Young from 1982 to 1986. This experience in a leading global professional services firm equipped her with valuable skills in financial auditing and consulting. Her career path reflects a commitment to the financial services industry and a focus on client-centered financial planning.
Achievements
Throughout her career, Liz Talbot has focused on creating tailored financial strategies for her clients. She is known for her ability to adjust these strategies based on evolving personal financial goals and market conditions. In addition to her professional work, she advises local charities during her free time, demonstrating her commitment to community engagement and support.