Elizabeth Mackie, CFP®, CPA
Managing Director
Private Client Group
Tampa, FL
As a Managing Director in the Private Client Group, Elizabeth partners with entrepreneurs and multigenerational families to design and implement sophisticated wealth strategies. She provides guidance on the totality of her clients’ financial lives ranging from customized portfolio construction integrated with dynamic tax and estate planning to comprehensive cash‑flow modeling, liability management, and insurance strategy.
Elizabeth is motivated by continuously learning and finding ways to enhance the planning experience for the clients she serves. Her work addresses the considerations inherent in stewarding significant wealth across generations by helping families articulate mission and values, navigate business succession, and establish estate governance while preparing and educating rising generations. She is deeply committed to cultivating collaborative relationships with clients’ attorneys, accountants, and other trusted advisors to ensure proactive, coordinated, and forward‑looking decision‑making on behalf of the families she serves.
Experience
- Edge Capital (acquired by SCS in 2025), opening the Tampa office in 2013 and eventually serving on the Board as Tax Partner, leading the firm’s regional efforts in providing comprehensive wealth management for individuals and families in Florida
- Ernst & Young, Certified Public Accountant, serving as Senior Accountant on the Coca-Cola Company engagement team
Education & Credentials
- B.S. & M.A. in Accounting, University of Florida
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Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER® (CFP)
Beyond SCS
Elizabeth is an active community leader focused on childhood development and education and serves on the boards of several Tampa organizations. She is an appointed Trustee for the City of Tampa’s General Employees’ Retirement Fund. Together with her husband, Ben, and their two children, her family enjoys spending time on Florida’s waterways and supporting the Florida Gator Football Team.
