Elizabeth Hamilton

Elizabeth Hamilton is an Associate at Moody, Lynn, Lieberson & Walker, LLC, based in Boston, Massachusetts. In her current role, she provides day-to-day client support and collaborates closely with individuals to ensure their personal financial circumstances and investment objectives are well-aligned. As a CERTIFIED FINANCIAL PLANNER™, she plays a key part in the development, implementation, and ongoing review of comprehensive financial plans for high-net-worth clients.

Elizabeth’s expertise centers on financial planning within the private wealth management sector, including asset allocation, retirement planning, tax-efficient investment strategies, and estate planning. While her functional focus is client service and holistic financial advice, she also engages in goal setting, personal budgeting, and helps clients navigate complex life transitions, such as divorce.

She holds a Certificate of Financial Planning from Boston University’s Center for Professional Education and a Bachelor of Arts from St. Lawrence University. Elizabeth is recognized for her commitment to client advocacy and has contributed to local professional forums, including the Boston Trust and Estates Consortium and Womenade Boston, further establishing her as an authority in financial planning for individuals and families.