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.

Legacy Planning for Future GenerationsLegacy Planning for Future Generations

For high-net-worth families, engaging the next generation in your estate planning provides a foundation for the smooth transfer of generational wealth and responsible stewardship of family assets into the future. Explore estate planning articles from the Private Wealth Management team at Commerce Trust.

For high-net-worth families, engaging the next generation in your estate planning provides a foundation for the smooth transfer of generational wealth and responsible stewardship of family assets into the future. Explore estate planning articles from the Private Wealth Management team at Commerce Trust.

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