Elizabeth Kesselman | Boston, MA Financial Advisor | Adviser Investments
Elizabeth Kesselman
Partner, Wealth Advisor
617.321.2200 Schedule a Meeting
617.321.2200

Elizabeth Kesselman

Partner, Wealth Advisor


Background Experience

Liz has worked in the financial services industry since 1997, and she joined Adviser as part of its acquisition of Kobren Insight Management (KIM) in 2011. As a wealth adviser, she works directly with individual clients. Prior to joining KIM in 2004, she held the positions of vice president for Fisher Investments and regional vice president for Pioneer Investment Management. Liz was named to Forbes’ list of Top Women Wealth Advisors in 2023, 2022 and 2020. Liz is a graduate of Bates College and Phillips Academy Andover.

Awards
  • Forbes Top Women Wealth Advisors (2020)
  • Forbes Top Women Wealth Advisors Best-In-State (2022, 2023)
  • Five Star Wealth Manager (2012, 2013, 2015, 2016, 2017, 2018, 2019, 2020, 2021)
Call: 617-321-2200
Address

85 Wells 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

Elizabeth's Latest Insights

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.