As a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, Liz Poplin leverages her extensive experience to deliver tailored financial solutions for high-net-worth corporate executives and their families. With over 100 years of combined expertise on the Karras Poplin Schroeder Team,...
As a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, Liz Poplin leverages her extensive experience to deliver tailored financial solutions for high-net-worth corporate executives and their families. With over 100 years of combined expertise on the Karras Poplin Schroeder Team, Liz is dedicated to empowering clients to simplify their financial lives through a comprehensive suite of services. Her background includes significant roles at Morgan Stanley, where she served as the Director of Wealth Planning, honing her skills in customized retirement planning and goals-based wealth management.
Liz's unique journey began as an Equity Index Risk Manager at the Chicago Board Options Exchange, where she developed a keen understanding of market dynamics and risk assessment. This foundational experience has proven invaluable in her current role, where she co-manages investment portfolios and provides strategic guidance on business succession planning and corporate executive advising. Liz is particularly passionate about supporting women investors, recognizing the unique challenges they face in wealth management.
Key projects that Liz has spearheaded include developing innovative financial strategies for business owners and implementing comprehensive college planning initiatives for families. Her holistic approach ensures that each client’s financial strategy aligns with their life goals and aspirations. By fostering long-term relationships built on trust and transparency, Liz Poplin continues to make a significant impact in the wealth management industry, helping clients navigate the complexities of their financial journeys with confidence and clarity.
