Palm Beach financial planning firm Cary Stamp & Company has hired Elizabeth (Liz) Bradley as executive assistant. Ms. Bradley is responsible for scheduling client meetings and keeping track of Mr. Stamp’s busy calendar. She describes Mr. Stamp as having “high expectations” and “he challenges his team to find creative solutions to serve their clients.” In addition, the financial planning staff is “very bright and understanding,” according to Ms. Bradley. “I enjoy working for Cary Stamp & Co. because they understand that their clients come first,” she added.
Ms. Bradley has extensive experience as an executive assistant. She previously worked her way up the administrative ladder at IBM in Boca Raton, first as an administrative floater and finally as Administrative Services Manager, overseeing a group of 20 administrative assistants.
While at IBM, Ms. Bradley earned her bachelor’s degree in Business Administration from Florida Atlantic University. She also worked as a legal assistant for 10 years and earned her Paralegal certificate, also at FAU, during her tenure with Lawrence B. Juran, P.A.
“We’re delighted to have Liz join the team, where she’ll be an integral part of maximizing service to our clients and helping drive our continued business growth,” said CEO Cary Stamp, a Certified Financial Planner professional and Accredited Investment Fiduciary. “Liz’s significant business and administrative background is a perfect match for our needs and we look forward to her achievements to come.”
“At Cary Stamp & Co., I’m continuously learning and using my skills that I’ve perfected over the years,” said Ms. Bradley. In her spare time, she enjoys working with senior citizens, traveling and antiquing.