As Associate, Wealth Strategy at NewEdge Wealth, Elinor works with ultra high net worth individuals and families to develop customized wealth planning solutions. She collaborates with advisors and specialists across the firm to help clients navigate complex financial, tax, estate, and multi-generational wealth considerations. Prior to joining the Wealth Strategy team, Elinor served as a Client Service Associate at NewEdge Wealth. Before transitioning to wealth management, she worked in tax, providing her with a strong foundation in financial matters and client service.
Elinor holds a Bachelor of Business Administration and Management from Florida International University and a Master of Accounting with a concentration in Tax from Florida Atlantic University.
Residing in Miami, FL, Elinor enjoys spending time with her family and enjoying days at the beach.