Elizabeth Kelly

Elizabeth provides white-glove service CoastEdge clients rely on every day. She offers quick and accurate responses to everyday questions, guides multi-month projects surrounding complex estate splits, and presents creative problem-solving that unique UHNW client needs require.

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As Associate Director of Client Service, Elizabeth leads onboarding for new CoastEdge clients and manages service for the full existing client base. Her work keeps the firm's day-to-day operations running smoothly so clients always feel taken care of.

Elizabeth was drawn to CoastEdge for the chance to work at a boutique UHNW wealth manager where client relationships are personal rather than transactional, and where she has the freedom to grow into a range of roles instead of staying confined to one lane.

Before joining CoastEdge, Elizabeth worked at J.P. Morgan Chase as a Relationship Banker focused on small business clients. She attended San Diego State University, where she earned a Bachelor of Science in Business Administration: Financial Services and graduated early with honors.

Outside the office, Elizabeth loves Pilates and tends to her outdoor garden and growing houseplant collection. Her favorite book is Alexandre Dumas' 1846 novel The Count of Monte Cristo