Elizabeth Cothren

Elizabeth Cothren, CFP®
Virtual Premier Banker

2320 Cascade Pointe Blvd

Charlotte, NC 28208-6700

Elizabeth.Cothren@truist.com

Phone 704-954-3349

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About me

Background

Elizabeth Cothren is a Virtual Premier Banker and a Certified Financial Planner™ (CFP®) professional dedicated to providing clients with personal advice, an exceptional experience, and tailored solutions to empower them on their financial journey. She helps clients take a comprehensive, holistic, and strategic approach to planning, while delivering customized solutions and providing active relationship and risk management.

Elizabeth believes in goals-based planning. She considers what a client wants to accomplish for themselves and their family—whether it’s life (a big trip, a wedding, or a new baby) or retirement goals—and then studies their finances: not just their bank account, but their insurance, mortgage, and anything that has a dollar sign in front of it, to help guide them through their financial journeys to success, from today to retirement—and beyond. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree
University of North Carolina at Chapel Hill

Personal interests

Elizabeth lives in Charlotte, NC with her husband and their Great Dane puppy. They love to travel around the U.S. in search of the best food that each city or town has to offer.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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