Elizabeth Bartlett, CFP®Trust Officer, Financial Planner
Start a conversation with Elizabeth
ABOUT ElizabethElizabeth is a financial planner with Commerce Trust. She is a member of the financial advisory services team, a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Elizabeth develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way.
Elizabeth joined Commerce Trust in 2013. She previously worked as private client associate at Commerce Trust. Elizabeth received her Bachelor of Science in public relations from Missouri State University and has earned her CERTIFIED FINANCIAL PLANNER™ designation.