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Elizabeth Mcleod

Wealth Manager

Elizabeth McLeod serves as a Wealth Manager helping her clients maneuver the complexities of their financial life with the ultimate goal of maximizing their net worth. She acts far more comprehensively than an investment advisor, providing a complete array of services to encompass all aspects of her client’s financial life. Elizabeth’s tool kit includes retirement planning, tax planning, financial and estate planning, risk management and charitable planning in addition to investment management. She tailors her advice to each client’s personal situation and both short- and long-term goals.

Elizabeth has more than 30 years of investment experience working with banks, private trust firms and private money management firms. She acted as a partner for 17 years with an independent firm where she served high net worth individuals and families. Elizabeth has achieved strong client loyalty by helping individuals set and achieve their goals.

Elizabeth graduated with honors from the Executive MBA program at Rockhurst College and earned her undergraduate degree from Michigan State University.

Elizabeth and her husband, Roger, enjoy traveling, spending time with grandchildren and competing in agility trials with their Jack Russell Terrier, Stella. She is involved in various philanthropic activities in the Kansas City metro community and is on the Rockhurst Leadership Council.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021