Elizabeth Stokes Private Wealth Advisor

Elizabeth Stokes Private Wealth Advisor Private Wealth Advisor at Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

04/09/2026

We are closing out our Meet the Leadership Team series by highlighting our colleague, Mark Anderson, Chief Investment Officer and Managing Partner at Fathom Advisors.

As chair of our investment committee and a CFA®️ Chartered Financial Analyst®️, Mark brings deep expertise, research discipline, and thoughtful leadership to our investment process. We value his role in guiding our team and supporting strong client outcomes.

View the full video from Mark here:
https://bit.ly/4vi5vwR



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04/02/2026

Proud to highlight my colleague Mike Cassidy in our Meet the Leadership Team series. Mike’s ability to guide clients by asking thoughtful, meaningful questions is one of the many reasons he is such a strong leader at Fathom Advisors. His commitment to helping clients gain clarity and confidence in their financial future is evident in everything he does.

Take a moment to watch Mike’s full video. It is an inspiring look at how values-driven planning can make a real difference:
👉 https://bit.ly/3NA4sYj



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03/24/2026

I believe no one should feel intimidated when talking about money. In my Meet the Leadership Team video, I share why empowering clients with clarity and confidence is such an important part of my work.

If you want a deeper look into how I approach financial planning and coaching, here is the full clip.
👉 https://bit.ly/3PN3jgo



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03/13/2026

Meet the next leader in our Meet the Leadership Team series, Todd Doroff, Private Wealth Advisor and Chief Operating Officer.

In this short clip, he shares how thoughtful planning can shift you from asking “Am I on track?” to feeling confident in the life you are building.

🎥See the full video to learn more here: https://bit.ly/3PcPpnv



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Our team celebrated International Women’s Day a little early in the office on Thursday, and it was such a meaningful mom...
03/08/2026

Our team celebrated International Women’s Day a little early in the office on Thursday, and it was such a meaningful moment to honor the incredible women of Team Fathom.

Their talent, generosity and dedication make an impact every single day, and I’m grateful to work alongside them.

Today and every day, I celebrate all women and the many ways you strengthen, lead, and inspire the worlds you’re part of.

Happy International Women’s Day to the women of Fathom and to women everywhere!

Feeling incredibly grateful. I’m honored to be included on the 2026 Forbes Best-in-State Women Wealth Advisors list for ...
03/05/2026

Feeling incredibly grateful. I’m honored to be included on the 2026 Forbes Best-in-State Women Wealth Advisors list for the second year in a row, and it truly wouldn’t be possible without the support of our wonderful clients. Your trust, your stories, and your partnership mean the world to me. Helping you feel confident about your financial future is what makes this work so meaningful.

Thank you for allowing me to be a part of your journey.

To learn more about me or request a consultation, please visit: https://bit.ly/4rc0faQ

03/03/2026

What makes Fathom… Fathom?

We go deeper, so you can go further, guided by a team committed to charting the best financial course with you. In this video, our CEO and Managing Partner, Randy Doroff, introduces the Fathom Advisors difference—and why our approach goes beyond traditional wealth management.

This is the first in our Meet the Leadership Team series, where you’ll get to know the voices and values behind Fathom.

🎥 Watch to learn more about what sets us apart: http://bit.ly/3P2qe74



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Exciting news! I’m honored to share that I’ve been promoted to Managing Partner at Fathom Advisors!This April, I’ll cele...
01/14/2026

Exciting news! I’m honored to share that I’ve been promoted to Managing Partner at Fathom Advisors!

This April, I’ll celebrate 20 years in the financial services industry. Since becoming an owner in 2020, I’ve played a key role in shaping our success and will continue to help lead the firm’s growth as a Managing Partner. In this new role, I’ll help guide our strategic direction and ensure our vision remains forward-thinking. I’m proud to bring a unique and complementary skill set to our leadership team and remain deeply aligned with the values that define Fathom Advisors.

I launched my financial services career in 2006, just before one of the most challenging market environments in history. In 2009, I made the decision to leave one of the industry’s biggest wirehouses to join Ameriprise, where I continued to build my experience. I earned my CFP®️ certification in 2018, my APMA®️ designation in 2019, and the Private Wealth Advisor title in 2020. Each milestone has further solidified my commitment to delivering best-in-class, white-glove, comprehensive planning and investment management for our clients.

Over the years, I’ve been honored to receive recognition such as Forbes Best-in-State Women Wealth Advisor, Forbes Best-in-State Wealth Advisor, Forbes Top Women Wealth Advisor, Working Mother Top Wealth Advisor Moms, and Five Star Wealth Manager. I’m also proud to have contributed to Fathom Advisors being named a Forbes Best-in-State Wealth Management Team.

In this new capacity, I’ll join Randy Doroff, Todd Doroff, Mike Cassidy, and Mark Anderson in shaping the future of Fathom Advisors—championing innovation, strengthening strategy, and elevating the client experience to new heights.

I’m grateful for the incredible clients, colleagues, and mentors who have supported me along the way. Here’s to the next chapter!

Learn more or request a consultation with me here: https://bit.ly/3YyVFaS

An opportunity to join an award-winning team...Fathom Advisors is hiring! If you, or someone you know, is interested in ...
05/15/2025

An opportunity to join an award-winning team...Fathom Advisors is hiring! If you, or someone you know, is interested in a Marketing Manager position, please share! The position is located in Minneapolis, MN.

https://indeedhi.re/43k5hs3

A significant drop makes people think, "should I be doing something in my portfolio?" Let's educate ourselves before we...
03/11/2025

A significant drop makes people think, "should I be doing something in my portfolio?" Let's educate ourselves before we make a move. The S&P 500 is down -7% from its all-time high. A market correction is defined as a drop of -10% or more. We are not there yet. Before you make changes, ask yourself, when am I going to start using my funds? In 1 year? 5 years? 10 years? In modern times (the last 40 years), the longest market correction we have seen lasted 41 months. (The early 2000's: The tech bubble bursting, followed by the 9/11 attack.) The financial crisis was less...only 36 months. Money that is imminently needed for expenses in the next 24 months should absolutely be in cash. But if you have more time than that, it's important to remember that Time in the Markets beats Timing the Markets. In order to win at market timing, you actually have to get TWO calls right. When to sell, and when to buy back in. In 2020, selling in February and reinvested by June would've been perfect timing. (I don't know anyone who did that.) It's easy to forget the S&P was actually up +15% that year. People that stayed the course ended up ok. When people say, "it's different this time," I smile because it is. No market correction is ever the same, that is true. It's also true, that after every correction, that market came back higher. Behavioral Finance teaches us that emotion can drive behaviors. Emotional decision making can have a significant negative impact on your financial success. Talk to a financial advisor before you make an aggressive move.

I’m excited to share that Forbes named me to their 2025 Best-in-State Women Wealth Advisors list. Thank you to my wonder...
03/07/2025

I’m excited to share that Forbes named me to their 2025 Best-in-State Women Wealth Advisors list. Thank you to my wonderful clients for making this possible through your continued trust and the opportunity to work together.
https://bit.ly/3Fbfajb

Address

Bloomington, MN

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3:30pm

Telephone

+17633677980

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