Elizabeth B. deSousa,
CFP®, CDFA®

Client Advisor

Liz provides wealth management services with a focus on financial life planning, helping clients increase their financial well-being and overall life satisfaction.

She began her professional career at BlackRock (formerly known as Barclays Global Investors) in the Consultant Resource Group before transitioning into wealth management. Prior to joining Mercer Advisors, Liz was a principal and client advisor at Duckworth Wealth Advisors, where she worked with women experiencing life transitions such as divorce or the death of a spouse.

Liz received a Bachelor of Arts degree with a double major in History and English from the University of California, Irvine. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst® practitioner and a member of the Financial Planning Association. Liz currently serves as a Trustee for the Friends of the Girl Scouts Trust, an endowment fund created by the Girl Scouts of Orange County. She is also a board member of WISE®, a philanthropic educational organization that provides opportunities to educate women and girls on investing and personal finance.

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