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Elizabeth Clark

Director of Client Accounts

As Director of Client Accounts, Elizabeth Clark is dedicated to making clients feel at home while navigating through the often unknown world of financial terms and documents. She manages account information and guides new clients, acting as the go-to resource for questions, concerns, and requests. With over 13 years in financial services, Elizabeth brings a trusted and respected background to her interactions with clients and fellow team members whilst consistently surpassing our expectations for the role she performs.

Elizabeth began her career in the medical field but soon found herself drawn to positions that allowed her to embrace her love of numbers and instincts for organizational efficiency. After graduating from Wichita State University, she owned and operated an insurance agency in Wichita before returning to her home state of Virginia to further her career in financial services. Today, at Heritage Financial, she plays a crucial role in our clients’ experience with the firm, as well as managing critical operational and compliance duties.

Elizabeth now lives in Front Royal, where she loves living amongst the wildlife. She spends much of her free time either reading or outdoors, including camping and time at the beach. She secretly hopes that Heritage Financial will open a branch on Assateague Island so she can fully embrace her love of nature. Active in her community, Elizabeth also volunteers at Camp Quest Chesapeake and Camp Quest Mid-Atlantic.

Education and Designations

  • B.S., General Studies, Wichita State University

Memberships

  • Treasurer, Camp Quest Chesapeake