Elliott Davis Investment Advisors Mei L. Au Earns CFP® Certification
July 30, 2009
GREENVILLE, SC – July 30, 2009 – Elliott Davis Investment Advisors is pleased to announce that Mei L. Au, a financial advisor in the firm’s Greenville, S.C. office, has earned her Certified Financial PlannerTM (CFP®) certification.
Au, also a certified public accountant, passed the Certified Financial PlannerTM Certification Exam in May and received her certification in July. She was one of more than 2,000 individuals who sat for the 10-hour, two-day exam nationwide. Covering 89 topic areas, the exam is based on periodic studies of the job knowledge necessary to practice financial planning. This year’s pass rate was 52.3 percent.
At Elliott Davis Investment Advisors, Au serves high net-worth individual clients by providing financial planning, investment planning and wealth management services. She joined Elliott Davis Investment Advisors in 2005. Prior to joining the firm, Au worked for Smith Barney and Legg Mason. She has nearly 10 years of combined experience in the investment field.
Au is a member of the South Carolina Association of CPAs (SCACPA) and the National Association of Professional Women (NAPW).
She holds a bachelor of commerce from Memorial University in Newfoundland, Canada.
ABOUT ELLIOTT DAVIS INVESTMENT ADVISORS
Elliott Davis Investment Advisors is the regional investment advisory firm affiliate of Elliott Davis, LLC, one of the largest accounting, tax and business consulting firms in the Southeast. Elliott Davis Investment Advisors creates objective and competent investment solutions that are customized to meet the needs of individuals, companies, endowments and foundations. The range of services offered includes investment consulting to corporate retirement plans, high net worth individuals, endowments and foundations, financial and estate planning, and wealth management. Elliott Davis Investment Advisors recommends consulting with appropriate tax counsel for tax related questions.
