Elizabeth Updike

Administrative Title: 
Board Member

Elizabeth “Liz” Updike, Assistant Vice President Wells Fargo Advisors, Liz Enterprises, LLC is an accomplished Financial Services Industry Leader with over twenty five years experience in the Financial Services and Investment Industry.

Liz Updike is recognized as a specialist in the area of Retirement Income Distribution Planning and Annuities and was formerly Vice President at Merrill Lynch Wealth Management as the Mid Atlantic Retirement Solutions Specialist. She has also worked as Regional Vice President with Allianz Global Investors, ING, and Ameriprise to market, distribute, and train financial advisors in the area of retirement income planning, small business 401(k) plans, IRAs, and annuities. She brings her experience in the financial services industry along with highly developed public speaking, communication, negotiation, and analytical skills and she has been a National Speaker for Training Symposiums sponsored by Wall Street Investment firms on Retirement Risk Management, Women and Investing, and related topics. Working with Financial Advisors and clients, Elizabeth excels at helping to build and expand successful financial investment practices and established early career success as a Financial Advisor specializing in Retirement planning, working with clients seeking advice and guidance in this area.

Liz makes her home in Northern Virginia with her two daughters who have been adopted from Cambodia and Vietnam. Her life changing experiences in Southeast Asia, particularly in Cambodia, led her to create a fundraising project with a vision called “Olivia’s Schools” to build schools in Cambodia on behalf of her daughter Olivia. To date, four schools have been built on behalf of this initiative. She and her daughter can be seen on Google Image “Elizabeth Updike” dedicating their first “Olivia’s School” when her daughter, Olivia, was only five years old.

Liz continues to stay active in fundraising for charities that benefit the education and development of children and passionately supports Devotion to Children as a volunteer and advisory board member.

Liz’s Professional Awards and Accomplishments include:

    Feature Executive, Global Exec Women Magazine, Winter 2008 issue
    Two time recipient of the Merrill Lynch Responsible Citizenship Award, 2005 and 2006
    Featured Executive for Outstanding Service and Leadership November, 2005 Merrill Lynch Worldnet
    Former Board Member for Sam Relief, Inc., a Washington, DC based Non Profit Organization
    Awarded three Medals of Honor by the Cambodian Government for building schools for children in Cambodia
    Professional Affiliations include Women in Pensions, Women Business Enterprise National Council, and Women Influencing Public Policy
    Bachelor of Business Administration Degree in Finance from Georgia State University,
    Purdue University Pension School, Sequoyah Investment Wholesaling Training School, Chicago, Illinois, Fusion Public Speaking
    Training, Screen Actors Guild Public Speaking Training for CEOs and Senior Executives NYC

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