Elizabeth B. deSousa,
CFP®

Client Advisor

Elizabeth began her wealth management career in 2002. Prior to joining Mercer Advisors, she was a principal at Duckworth Wealth Advisors, where she managed client relationships, provided financial planning services and served on the firm’s investment committee. She also managed the firm’s technology and operations team. Elizabeth graduated with a Bachelor of Arts degree with a double major in History and English from the University of California, Irvine. She is a member of the Financial Planning Association and serves as a Trustee for the Friends of the Girl Scouts Trust, an endowment fund created by the Girl Scouts of Orange County.

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