Elise Ray is excited to join Retirement CFO, LLC as our Client Account Operations Manager. She has been with LPL since 2021 and in the financial service industry for over 12 years in various operational roles. She will be handling the establishment and maintenance of all personal account related matters to include transfers, deposits, withdrawals, systematic payments, online access and more. She will also assist with client scheduling and preparing for client review meetings. Elise is a native of Southeast Iowa. She is married, has a young daughter and like Steve, has two dogs.
Elise is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices.