Talisman Wealth Advisors, LLC

Jenny Elstein is a financial advisor at Talisman Wealth Advisors, LLC in Raleigh, NC, with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services, Raymond James Financial Services, LPL Financial, Lifeplan Group, and Prospéra Financial Services. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients, providing financial planning, consulting, and discretionary investment and wealth management services. The firm applies a goal-driven, asset-allocation approach using low-cost index ETF core portfolios combined with active managers and sustainable/ESG options when requested.

Francis Granizo is a financial advisor with Talisman Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith, Inc. He has been with Talisman Wealth Advisors since 2021. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients. The firm uses a goal-driven, asset-allocation approach based on Modern Portfolio Theory, combining low-cost index ETFs with active managers and sustainable investment options.

Jennifer Kirby is a financial advisor at Talisman Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., Merrill Lynch, and Private Portfolio Partners. Talisman Wealth Advisors serves individuals, trusts, estates, corporations, and other business entities, including high-net-worth clients, offering financial planning, consulting, and discretionary investment and wealth management services. The firm employs a goal-driven, asset-allocation investment approach using low-cost index ETFs complemented by active managers and sustainable/ESG options when requested.