Elizabeth Bartlett, CFP®

Elizabeth 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 Company. Elizabeth received her Bachelor of Science in public relations from Missouri State University and has earned her CERTIFIED FINANCIAL PLANNER™ designation.

Tax-Efficient Estate Planning Strategies

 
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights  from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.

 

Read Now

Estate-Planning-Phase-2-NEW

Sign up to receive the latest insights from Commerce Trust.

How Can Our Team Help You Today?

Required information*