Skip to content
    1. Overview
    2. Alternative Managers
    3. Consultants
    4. Corporations
    5. Family Offices
    6. Financial Advisors
    7. Financial Institutions
    8. Individuals & Families
    9. Insurance Companies
    10. Investment Managers
    11. Nonprofits
    12. Pension Funds
    13. Sovereign Entities
  1. Contact Us
  2. Search

Elizabeth Jensen

Senior Wealth Strategist

Elizabeth Jensen

Expertise

Elizabeth serves as a trusted advisor to individuals and families across Central Texas in her role as Senior Wealth Strategist in the Austin office. She specializes in working alongside clients to help them identify, progress toward, and achieve their most meaningful financial and related goals. Her responsibilities include assessing a client's objectives, assembling a customized team, and overseeing the delivery of Northern Trust's expertise and services.

Experience

Previously, Elizabeth spent more than a decade at Wells Fargo Private Bank delivering complex financial, estate and tax planning solutions to ultra high net worth clients. Prior to that, she worked as a practicing estate and tax planning attorney advising and educating large nonprofit organizations and successful philanthropists on charitable giving techniques as well as other corporate and tax matters.

Community Involvement

Elizabeth leads the Austin office sponsorship of Entrepreneur's Organization (EO), serves as Membership Chair of the Exit Planning Exchange (XPX) Austin chapter and is an active member of the Estate Planning Council of Central Texas (EPCCT). She also serves as a community advisory board member and volunteer with Helping Hand Home and is involved with the youth program of her local congregation. Elizabeth spends most of her time outside playing sports with her husband and three children.

Education

Juris Doctor from Pepperdine University School of Law Bachelor of Arts from Brigham Young University

Credentials

Certified Financial Planner (CFP®) designation

*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.