As Vice President of Client Services, Beth supports the Mid-Atlantic team from the Erie, PA office. In her role, she serves as a primary point of contact for clients, handling day-to-day service needs, resolving inquiries, and ensuring seamless communication between clients and the advisory team. She is dedicated to building trust and fostering long-term relationships by providing attentive, responsive service at every stage of the client journey.
Beth has over four decades of experience in banking and wealth management. Prior to joining CWA in 2026, Elizabeth held multiple roles with First National Bank and within FNB’s Wealth Management Department, ultimately serving nearly 30 years as a Client Service Associate, where she supported advisors and built lasting client relationships.
Outside of work, Beth enjoys time with her children and grandchildren, exploring the outdoors with her husband on their side-by-side and spending time gardening, reading, and walking her dogs.
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Want to speak with us now? Give us a call at (866) 601-3031.
