Liz Poplin
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Franklin, Tennessee, United States
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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.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in November 2008 to Present
Financial Advisor at Morgan Stanley in September 2001 to November 2008
Equity Index Risk Manager at Hanley Group in May 2001 to September 2001
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Business Succession Planning
Investment Portfolio Management
High Net Worth Individuals
Business Owner Planning
Corporate Executive Advising
Financial Advisor
Women Investors
Estate Planning Services
Wealth Planning
Goals Based Weatlh Management
Generational Wealth Transfer
Customized Retirement Planning
college planning
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What is Liz Poplin email address?
Email Liz Poplin at [email protected] and [email protected]. This email is the most updated Liz Poplin email found in 2026.
What is Liz Poplin phone number?
Liz Poplin phone number is +18474522206.
How to contact Liz Poplin?
To contact Liz Poplin send an email to [email protected] or [email protected]. If you want to call Liz Poplin try calling on +18474522206.
What is Liz Poplin net worth?
Liz Poplin has an estimated net worth of $750,000 to $999,999
What company does Liz Poplin work for?
Liz Poplin works for Merrill Lynch Wealth Management
What is Liz Poplin's role at Merrill Lynch Wealth Management?
Liz Poplin is Wealth Management Advisor, Senior Vice President
What industry does Liz Poplin work in?
Liz Poplin works in the Financial Services industry.
Liz Poplin Email Addresses
Liz Poplin Phone Numbers
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