Elizabeth Megret de Serilly d'Etigny

Cross-Border Financial Advisor for Americans Living in Europe

I am a Financial Advisor holding Series 7, Series 66, and insurance licenses, and I earned my BA from Barnard College, Columbia University. I expatriated not long after college, not knowing what to expect or if I would stay very long. Today, I am able to give my family a wonderful life in Europe thanks to wise investments.

I am based in Versailles, just outside Paris, and work with clients in English, French and Portuguese. Many are Americans who have built their lives in France, along with international couples, retirees, women, veterans and military families, and those navigating divorce or the loss of a spouse.

My work covers cross-border financial planning, investment management and cross-border estate planning. Through Beacon Global Advisors, clients can also access income planning, life insurance, tax planning and legacy planning, approached with both U.S. and local rules in mind. A complimentary financial review is a good first step.

About Beacon Global Advisors

Beacon Global Advisors delivers investment products and services focused on financial prosperity for clients no matter where they are in the world. The firm strives to understand the regulatory structure, tax implications, and investment culture of both a client's native country and their country of residence. For clients with U.S. assets living in or originally from another country, the team offers cross-border solutions, customized guidance, and transparent advice.

The firm's mission centers on active listening, high standards, and total transparency in managing client finances.

Outside the Office

I am an amateur ballerina and have performed onstage at the Theatre des Champs Elysees in Paris.