Elizabeth Carlson

Elizabeth Carlson

Senior Client Associate

Liz joined the CSC Financial Strategies team in May 2016 as an intern through the Penn Mutual Pathways Program. She served as the Director of Marketing for the team for two years before transitioning into her current role as the Senior Client Associate. Liz holds FINRA Series 7 and Series 66 licenses as well as a PA Life, Health and Accident Insurance license. 

As the Senior Client Associate, Liz serves as the main point of contact for scheduling meetings. She also participates in client meetings, manages the follow-up items from those meetings, and assists the senior advisors on the team with the behind the scenes plan development and design. 

Liz holds a BA degree in Communication and Public Relations from Thiel College in Greenville, PA. Her background in communication has allowed her to develop a passion for interacting with clients and ensuring that they receive top-of-the-line service. 

Originally from the small town of Kane, PA, Liz relocated to the Steel City following her college graduation in May 2017. In her free time, she enjoys visiting her family back home and disc golfing. She is also an avid Denver Broncos and Penn State Wrestling fan. 

2179400TM_Jul20

Phone 412-733-4006