Elizabeth Woodrum

Financial Analyst

Elizabeth Woodrum is a financial analyst, specializing in Social Security, safe withdrawal rates, and cash flow analysis.

She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs. She is currently studying to receive additional credentials and designations.

Elizabeth graduated from Virginia Tech Summa Cum Laude and holds a B.S. in Business with a concentration in Financial Planning. She also minored in Sociology. During her time at Virginia Tech, Elizabeth was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association. She joined the firm full-time in 2017.

Elizabeth grew up in Belgium, Greece, and Kuwait. She now lives in Barboursville and enjoys reading, solving puzzles, and finding new things to do in Charlottesville.