Elizabeth Powe is passionate about helping financial professionals reach their highest potential. As the Chief Operating Officer for Velocity Advisors she is responsible for all agency business operations, client support and technology. Liz makes sure things run smoothly for the advisors assisting them with case design, new business processing, internal and external reporting.
Elizabeth is focused on helping each and every advisor at Velocity succeed. She helps them by providing tools and resources that enhance their growth and development. This allows the agent to then provide the best service to their clients.
Elizabeth has been in the financial services industry for more than six years. Before joining Velocity, she supported 15 financial advisors in a comprehensive array of capacities, including new business operations, policyholder services, and client outreach. Prior to that, she was with another financial services firm where she served as a financial advisor and client relationships associate. Elizabeth also has considerable operations leadership experience in the mortgage brokerage operations and healthcare management.
Elizabeth has her life/health license as well as her FINRA Series 7 and 66 registrations. She is an alumnus of The Ohio State University where she received her BA in Business Administration and Human Resources.
Outside of work, Elizabeth enjoys spending time with her husband Ken and sons Jack and Henry.