Elissa joined the Boston Harbor team in 2019 as a Personal Financial Advisor and Client Relationship Manager.
She began her advisory career with Merrill Lynch in wealth management, where she fostered critical skills that are attributed to her success. Elissa was drawn to the industry because of her genuine enjoyment for meeting new people and her desire to form positive and productive relationships. She sees these relationships as meaningful partnerships, and her commitment is apparent based on the passion that she brings to each client engagement.
Throughout these partnerships, Elissa helps clients navigate short- and long-term financial objectives. She provides realistic, unbiased, and comprehensive recommendations based on their financial situation and goals. Her approach is to simplify and streamline the financial plan, and she strives to provide confidence and clarity in the decision-making process. “I want to guide each client to make well-informed, thoughtful, and confident financial decisions based on mutual respect and trust. I desire to help our clients achieve a level of balance that allows them to prioritize finances and create more time to enjoy what is most valuable to them.”
Elissa earned a bachelor's degree in Finance with an entrepreneurial specialty from the AB Freeman School of Business at Tulane University. She holds a Series 7, 66, and life, accident, and health insurance licenses.
Winchester, MA raised me. Boston claimed me. New Orleans stole a piece of my heart and hasn't given it back.
Growing up, I caught the travel bug from my mom — she pushed me to go to school outside of New England, which led me to New Orleans, and eventually a semester abroad in Madrid where I squeezed in seven countries, never quite long enough in any of them. I have a running list of places to go back to, and ideally, she's coming with me. Since then, I've chased some incredible experiences: watching Iceland's landscape shift every few miles like a different world entirely, biking between breweries in Germany, skiing in Colorado, and most recently Morocco — a cooking class in the Marrakech medina, camel rides, sandboarding in the Sahara, and surfing on the coast.
New Orleans holds a permanent place in my heart. I went to school there, and every time I land it still feels like home — the food, the live music around every corner, the way strangers feel like neighbors from the moment you arrive. Some of my closest friends never left, so I'm back at least once a year. If you're ever planning a trip, ask me. I promise my recommendations will show you a very different side of the city than Bourbon Street.
I'm the middle of three kids — a sister a year older, a brother a year younger — and growing up we were competitive about everything, especially sports. Skiing at Sunday River was no exception. These days it's less about who gets down the mountain first and more about getting everyone together for weekend trips to IKON Pass mountains throughout the winter, with a goal of making it out west once a year. Summers mean concerts — Fenway has become my favorite venue, though I'll happily sit in Gillette traffic if the Pats are playing and a tailgate is involved. I'm a Boston sports fan through and through: there's nothing like a perfect summer night at Fenway with a frank in hand, or a Bruins goal that turns a stranger into your best friend for thirty seconds. We're spoiled and we know it.
The family competitiveness doesn't stop at the slopes — it carries straight into the kitchen. Cooking and baking are a deep tradition in my family, and everyone takes serious pride in what they make. There's nothing better than putting something on the table and watching people enjoy it. My dad still texts me the menu from every restaurant he and my mom try, wanting to know what I would have ordered. And honestly, no matter where I eat out, I usually find myself thinking my mom's version is better. I love experimenting with new recipes, but my most requested contribution is carrot cake with cream cheese frosting, every Easter.
My life wouldn't be complete without Krewe — my goldendoodle, named after the organizations that put on Mardi Gras in New Orleans, which felt only right. He's 50% pure energy, 50% snuggles, and 100% convinced he's a lap dog despite being 50 pounds. We've had our routine locked in for four years: the field every morning for fetch (ChuckIt required, because he can run a lot farther than I can throw), and every evening after work, a walk up the hill to catch the sunset and let him visit his friends at the park. Every day is a good day.