Liz Paulus, Ctfa, Cfp®
Regional Trust Specialist, Family Office Resources @ Morgan Stanley
About Liz Paulus, Ctfa, Cfp®
Top-Tier Certified Trust and Fiduciary Advisor & CFP® with a diverse skill set in the fiduciary services industry advocating for clients and beneficiaries. Proven history and results in Trust and Estate Sales/Marketing, Trust Management & Administration, Asset Management, Estate Planning, Coaching, Development.