Elizabeth Updike Leaves Wells Fargo to Join Lincoln Financial Advisors in Vienna, Virginia

VIENNA, VA — Winthrop & Co. is proud to formally announce that Elizabeth Updike has joined Lincoln Financial Advisors, continuing her practice in Vienna and serving clients across Northern Virginia.

Elizabeth brings decades of industry experience to the move. She spent nearly seven years at Wells Fargo Advisors in Herndon, and before that served clients at BB&T Investment Services, building long-standing planning relationships with families and professionals throughout the region. Her move to Lincoln Financial Advisors shifts that practice onto a planning-first independent platform: ownership of the client relationships, open-architecture investments, and the flexibility to run the business around her clients rather than around a bank's program.

Lincoln Financial Advisors has built its model around comprehensive financial planning, a natural fit for an advisor whose practice was always relationship-driven. For veteran bank-channel advisors, the move to an advisor-owned structure often comes down to one question: whose practice is it? At Lincoln, the answer is hers.

Winthrop & Co. worked with Elizabeth through her evaluation and transition, from the initial confidential conversation through her first day. As with every placement, the process was run quietly, on her timeline, and at no cost to her.

Winthrop & Co. is an independent consulting and advisor placement firm serving financial advisors nationwide. We represent the advisor, never the firm, across wirehouse, regional, independent broker-dealer, and RIA channels. Advisors exploring their options can request an introduction in complete confidence.