Elizabeth Whittaker, CRPC®
Director | Relationship Manager
As Director and Relationship Manager, Libby is responsible for developing and deepening client relationships to ensure that all Amplius Wealth Advisors clients receive the ultimate wealth management experience through regular and meaningful client contact. Libby brings over 30 years of experience in the financial services industry to our group.
Prior to Amplius Wealth Advisors, Libby spent the last eight years as Vice President/Senior Relationship Manager for the Liebman Mark’s Group at Merrill Lynch. Before joining the Liebman Mark’s Group, Libby worked as the Administrative Manager for the seven offices comprising the Merrill Lynch Philadelphia Complex, managing compliance oversight responsibilities across all of them. With a strong compliance, problem resolution, and management background, Libby adds a depth of value and perspective to our team and is a vital contributor to our ongoing commitment to providing clients with the highest level of wealth management advice and service.
Libby grew up in West Trenton, NJ, and graduated from Ewing High School in 1969. She earned a BA in French from Denison University in Ohio and attended George Washington University’s Graduate School of Business and Government Relations in Washington, DC, in 1976. She is a Chartered Retirement Planning Counselor (CRPC).
A proud mother of three magnificent adult sons, Libby recently relocated, after 20 years of living in Philadelphia, to New York City to be closer to her new grandson, born in September 2020. An avid domestic and international traveler, including living abroad in France and Brazil, she is looking forward to future trips when we are able. Other interests include reading historical fiction and non‐fiction, walking pretty much all over the place, yoga, playing her Steinway piano, and just spending time with her treasured family and friends.