Elizabeth Lindsay-Ochoa (Liz) joined Raymond James as a Private Wealth Strategist 2021. She has over 20 years of experience, primarily in estate, charitable, and income tax planning. Previous speaking engagements have included the Association of Fundraising Professionals International Conference on Fundraising, the American Bar Association (ABA) Real Property, Trust and Estate (RPTE), the ABA Tax Section, and the Association for Advanced Life Underwriting. Liz has written articles for the Tax News Quarterly, Probate and Property, and National Underwriter. She has been quoted in several news publications including U.S. News & World Report, MSN, and Bankrate.

Liz graduated from Michigan State University, with a B.A. in Telecommunications; received her J.D. from Western Michigan University Thomas M. Cooley Law School; and her LL.M. (taxation)from the University of Denver. She is on Council for the American Bar Association's (ABA) RPTE section, having held several leadership positions. Additionally, she is member of the Society of Trust and Estate Practitioners (STEP); where she is on the editorial board of the STEP journal. She holds her law licenses for Michigan, Colorado (inactive), New York, Connecticut, and Massachusetts.