Knowledge

Elizabeth Polizzi is a Financial Advisor and Senior Vice President at UBS with more than three decades of experience advising individuals and families. She began her career in financial services in 1988, building a reputation for thoughtful guidance, long-term relationships, and a deep commitment to understanding each client’s unique goals.

Elizabeth works closely with clients across multiple life stages, helping them navigate retirement planning, wealth transfer, business transitions, and evolving family priorities. Elizabeth is actively involved in volunteering, which she sees as an important way to stay connected and give back to her community. As the leader of a multigenerational advisory practice, she is committed to continuity, personalized guidance, and building lasting relationships grounded in trust.

Emily Godfrey is a Financial Advisor at UBS, working with individuals, families, and business owners to bring clarity, structure, and confidence to complex financial decisions. With a background in management consulting, she offers a thoughtful, analytical perspective on wealth planning, complemented by a highly relationship-driven approach.

In her current role, Emily partners with clients navigating career transitions, liquidity events, and evolving long-term goals. She also works closely with business owners on growth, cash flow, and future planning, helping align personal and business priorities. She is actively involved in volunteering and her local community.

Emily has passed the CFP® exam and is completing the experience requirement toward full certification. She is also a CEPA® (Certified Exit Planning Advisor®) and holds the Series 7 and Series 66 registrations, the SIE, and her insurance license. She earned her undergraduate degree from the College of Charleston, where she competed on the NCAA Division I equestrian team, and completed her MBA at The Citadel.

As part of a multigenerational advisory practice, Emily is focused on building long-term relationships grounded in trust, continuity, and thoughtful planning.

Dianna Ferrante is a Client Associate at UBS, where she supports client relationships and helps ensure a seamless, high-touch experience across all aspects of the advisory process. With over 20 years in the wealth management industry, Dianna brings deep experience, consistency, and care to every client interaction.

Dianna has worked alongside Elizabeth Polizzi for more than 15 years, building long-standing client relationships and serving as a trusted point of contact for account administration, service coordination, and day-to-day needs. Her tenure provides clients with continuity, familiarity, and confidence across generations.