Elizabeth Caughman

Client Service Associate

Professional

Ms. Elizabeth Caughman serves as Client Service Associate at Cornerstone. She provides client service support in all areas of investment operations. She responds to client inquiries and assists clients with opening new accounts, money movement requests, and needed account updates.

Experience

Prior to joining Cornerstone in 2023, Elizabeth’s experience in financial services was with an investment advisory firm in Knoxville, Tennessee. Her role included financial planning, client relationship support, and investment operations.

Education

BBA Finance, Summa Cum Laude, University of Tennessee, Haslam College of Business, Knoxville, TN – 2021

Successfully passed the Series 65 Investment Adviser Law Exam

Personal

Elizabeth lives in Atlanta. She enjoys being outdoors, exploring new restaurants, and traveling.