Elise Hartwig

CFP®

Private Wealth Manager

Main: 952.854.5544

Fax: 952.854.6335

elise@integratedequity.net

Elise’s LinkedIn

About

With a strong foundation in finance and a passion for helping clients achieve their financial goals, Elise brings a wealth of expertise to Integrated Equity Management. Born in Edina, Minnesota, she earned a Bachelor of Science in Finance from the Carlson School of Management at the University of Minnesota. Her global perspective was enriched during a five-month stay in Buenos Aires, where she studied art history and global economics.

Experience and Education

Elise is a CERTIFIED FINANCIAL PLANNER™ / CFP® professional and holds Series 7 and 66 licenses through Commonwealth Financial Network®. During her five years at Morgan Stanley, she ran the financial planning department for her team’s households, overseeing comprehensive financial strategies and providing tailored solutions for each client. Additionally, her marketing experience spans branding, social media, and customer service, reflecting her ability to connect with clients on a personal level.

As a life and health insurance certified professional and financial planning specialist, Elise combines a deep understanding of financial principles with a client-centric approach to ensure personalized, comprehensive solutions for every stage of life.

Personal

Beyond her professional endeavors, she is involved in her community, volunteering as a financial coach for Wings for Widows and supporting the arts as a volunteer for the Minnesota Orchestra. Outside of work, she enjoys skiing, sailing, spending time in nature, engaging in mission work, and cherishing time with family. These activities reflect her commitment to a balanced, purpose-driven life both personally and professionally.