Elaine is Director, Wealth Management at OneDigital, where she is passionate about getting to know clients and understanding their unique situations. Often, clients approeach the team with specific concerns or goals, and it is her job to build a plan to help them achieve those objectives. She enjoys piecing together each client's financial puzzle, guiding them through their decisions, and getting to know them and their families on a personal level. She strives to be empathetic and educational in her approach, making clients feel confident and supported in each phase of their financial journey.
Her family, especially her father Jay, inspired her interest in finance. Growing up, she often heard him speak about how much he loved his job and his clients. She pursued internships in financial planning and wealth management during college, which eventually secured her a position at the J.P. Morgan Private Bank. Her experience at J.P. Morgan, working with high-net-worth and ultra-high-net-worth clients on complex investment strategies, trust and estate planning, and specialized lending, has given her a unique perspective that she brings to OneDigital.
In addition, holding the CFP® certification has given her the expertise to advise clients in many different situations, as well as setting a high professional standard. She believes her background in banking and corporate finance allows her to offer a different viewpoint and her exposure to complex financial situations has undoubtedly made her a better and more well-rounded advisor.
Although the firm is based in North Carolina, Elaine lives full-time in New York City and commutes back and forth to NC. Outside of work, she lives in Tribeca with her boyfriend and their mini Goldendoodle, Nino. In her free time, she loves exploring new restaurants in the city, doing Pilates, hiking, traveling, and running marathons.
