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Elizabeth S. Coltrain
Client Services Manager

Liz has extensive experience working in the financial services industry and provides valuable support for our team. She manages a wide range of administrative duties, including opening accounts, transferring clients’ assets and handling service requests. Friendly and compassionate, Liz loves interacting with clients and being their first point of contact as they pursue their financial goals.

Before joining our team, Liz was a senior branch office administrator with Edward Jones. Prior to that, she worked for a CPA firm, and in accounting and bookkeeping for ship agents and brokers. She is a graduate of John Yeats High School. 

Originally from Suffolk, she lives in Chesapeake and loves spending time with her children and grandchildren. 

Elizabeth S. Coltrain

I have always wanted to travel to Egypt to see the pyramids – when I was young I even wanted to be an archaeologist! But I love traveling locally, too, and enjoy making the most of my weekends with short trips to nature sites in the area. Of course, if the weather is bad, you can find me relaxing and enjoying a movie. In fact, I recently watched “Through Deaf Eyes” on Netflix, which has since inspired me to learn American Sign Language.

I absolutely could not live without my family. They mean the world to me and I love spending time with my two wonderful children and my grandchildren.

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