Who We Are

Elizabeth A. Barrett, CPA/PFS, CFP® – Principal

Professional Profile

Elizabeth started her career in public accounting in 1983, receiving her CPA designation that same year. Elizabeth has worked for both, regional CPA firms and a national CPA firm. She left public accounting in 1988 to work in various corporate accounting positions and corporate treasury functions.

In 2003, Elizabeth went to work for UBS Financial Services as a Financial Advisor, obtaining her Series 7 and Series 66 securities licenses along with Life, Health and Long Term Care Insurance licenses. While at UBS she successfully completed all requirements for the UBS Wealth Management Education Program.

Elizabeth was named Director of Wealth Strategies in 2006 for a regional CPA firm located in Rochester, NY. That same year she completed the requirements for the AICPA's Personal Financial Specialist designation (PFS).  In March of 2008, Elizabeth passed the Certified Financial Planner (CFP) exams and was awarded her certificate in August 2008. Elizabeth formed APEX Advisers, LLC the following year in January of 2009.

Elizabeth is a member of the AICPA, the New York Society of Certified Public Accountants, the Financial Planning Association and the Estate Planning Council of Rochester.  She is an active member of the Rochester Community having served as Treasurer of the Rochester Business Alliance's Small Business Council, a past Board Member of the Jefferson Avenue Childhood Development Center and is currently serving on the Board of Directors of the Ronald McDonald House Charities of Rochester and as Chairman of the Ronald McDonald House Investment Committee.