Elizabeth Erickson
Client Service Director
Plano, TX
Elizabeth is a Client Service Director at Beacon Pointe Advisors, where she leads client service teams and day-to-day operations. With more than 20 years of experience in wealth management and client support services, she specializes in guiding teams through change, strengthening operational processes, and creating consistent, high-quality client experiences.
Throughout her career, Elizabeth has supported high-net-worth individuals, foundations, nonprofit organizations, and corporate executives. She is passionate about developing people, fostering collaboration, and helping teams adapt and grow while keeping clients at the center of their work.
Elizabeth holds a bachelor’s degree in Business Administration from Miami University of Ohio. She resides in Allen, Texas, with her husband and three sons.