Location: Reston, VA
Specialty: Financial planning and portfolio management
Elizabeth S. Bizic
SVP of Wealth Management
Merrill Lynch is a financial planning and portfolio management firm aimed at helping clients reach their goals during each stage of life. The Greene, Metcalfe and Bizic Team at Merrill Lynch specializes in financial planning, retirement planning, risk management, portfolio management and comprehensive wealth management. The team’s financial advisory practice centers around seven core ideals: Act in the client’s best interest, provide extraordinary service, build a full-spectrum team, remain disciplined on asset allocation and diversification strategies, offer advice with a global perspective, create tailored financial strategies and build lifelong client relationships.
QUICK TIP: “Create a financial strategy that reflects your [clients’] personality.”
At Merrill Lynch, Elizabeth S. Bizic, SVP of wealth management, excelled from an entry-level position to her current role. Bizic has a deep desire to improve her community and actively volunteers with local charities. Many of her business relationships started through community service. She finds the result is a connected network of clients that she enjoys on a personal as well as a professional level. Bizic supports local culture and fine arts, working with the National Gallery of Art and the Greater Reston Arts Center. She also devotes time to CharityWorks DC, which has a special focus on military families.