Elizabeth Jensen, JD, CFP®
Northern Trust
Austin, Texas
Contact
How to contact
512-867-6311 eaj1@ntrs.com
Professional Profile
Call Me When
An owner needs an advisory-focused wealth management team experienced in providing investment, banking/lending or trust expertise as they grow, prepare to exit and make informed financial decisions throughout. We advise post-liquidity event as well.
Professions
Banker
Wealth Manager
Functional Expertise
Business development
Capital markets
Charitable giving
Estate planning
Family business
Finance
Financial Modelling
Investments
Lending
Philanthropy
Retirement
Strategic planning
Tax
Trusts
Exit/Transition Planning
Professional Certification
Certified Financial Planner
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Austin Individual
Member since
Member for 3 years
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