Elizabeth (Lizzy) Cotton
Administrative Assistant
Elizabeth supports Stepwise Financial as the Administrative Assistant, an HBW Advisory Firm. With a strong foundation in client service and operations, she ensures seamless administrative support to the firm’s advisors and clients alike.
Before joining Stepwise Financial, Elizabeth built her professional skills in healthcare, serving as a Dialysis Technician and Access Specialties Manager at Fresenius Medical Center. In these roles, she collaborated closely with care teams to coordinate patient treatment plans, honing her abilities in information security, attention to detail, and client-centered service—skills she now applies in the financial services field.
Elizabeth began her academic journey at Virginia Commonwealth University and is continuing her education with plans to pursue her Real Estate License and coursework in Business and Finance Development. She holds an Advanced Diploma from Thomas Dale High School and has earned additional college credits from John Tyler Community College (now Brightpoint).
Elizabeth lives in Midlothian, Virginia, with her fiancé and stepdaughter. Outside of her professional role, she is passionate about continued learning and growth, both personally and within the financial services industry.
Education:
Forensic and general study at Virginia Common Wealth University
Contact Information:
Phone: 804-904-2915
Fax: 888-646-5602
Office Address: 2706 Enterprise Pkwy, Ste A, Richmond, VA 23294