Elizabeth Kesselman

Vice President

Background Experience

Liz has worked in the financial services industry since 1997 and joined Adviser Investments as part of the acquisition of Kobren Insight Management (KIM) in 2011. As a portfolio executive she works directly with individual clients. Prior to joining KIM in 2004, she held positions of Vice President for Fisher Investments and Regional Vice President for Pioneer Investment Management. In 2020, Liz was named to Forbes’ list of Top Women Wealth Advisors and in 2021, she was honored in Boston magazine for the tenth time as a Five Star Wealth Manager. Liz is a graduate of Bates College and Phillips Academy Andover.

Awards

Forbes Top Women Wealth Advisors (2020)
Five Star Wealth Manager (2012, 2013, 2015, 2016, 2017, 2018, 2019, 2020, 2021)

Contact Elizabeth

Call: 617-321-2200

Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours

Monday 8:00 am - 5:00 pm
Tuesday 8:00 am - 5:00 pm
Wednesday 8:00 am - 5:00 pm
Thursday 8:00 am - 5:00 pm
Friday 8:00 am - 5:00 pm
Saturday Closed
Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Charitable Giving
Estate Planning
401(k) Administration

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.