Your Team
Elizabeth Mannen
Managing Director - Investments
Focus
“I believe … and adhering to the plan with thoughtful behavior and updates as needed are the essential elements in determining long term financial success”
When I help my clients do what they can’t do on their own, I create value. It starts with a conversation and that conversation is on-going throughout your relationship with The Mannen Financial Group of Wells Fargo Advisors. I believe that the best money management starts by controlling your emotional relationship with money. Helping my clients understand how today’s actions may impact tomorrow’s outcomes is key to our decision making process. Often that includes encouragement to “never trade what you want the most, for what you want at the moment.”
Something noteworthy about your practice
Elizabeth’s practice is truly that of an advisory practice. Her depth of life experiences enables her to help enrich the lives of her clients on a number of levels. She aims to be the first call they make for any help with final decisions. Elizabeth considers her practice a noble calling. She is a featured speaker to dozens of client, women’s and cancer groups each year.
Background and Experience
Elizabeth’s goal is to function as her client’s CFO. She seeks to retain the confidence and trust of her clients through a commitment to integrity, professionalism and excellence. With over 26 years of experience in the financial services industry, and backed by the vast resources of Wells Fargo Advisors, Elizabeth is fully invested in her clients and places each client’s financial well-being above her own.
Away from the office
Elizabeth is extremely active within the community. She is a trustee for the Saint Louis Symphony Orchestra, and sits on the boards of COCA St. Louis, Marian Middle School, Saint Louis Ovarian Cancer Awareness, and Sing for Siteman. She spends many hours dedicated to non-profit activities as well as to the education and mentoring to new financial advisors at Wells Fargo Advisors. Elizabeth is a frequent speaker within the industry and firm, speaking to new graduating classes of financial advisors, women’s groups and civic groups about her accomplishments, unique life challenges and philanthropy. She is the proud mother of 32 year old boy-girl twins. She enjoys travel, fly-fishing, yoga, and most anything active and outdoors.
Malory Caltagirone
Financial Advisor
Focus
Malory L. Caltagirone joined Financial Advisor Elizabeth Mannen and team in September, 2014 as a Registered Client Associate. Assisting in building processes and structure for the team, Malory was promoted to Financial Consultant in 2017. After completing the Private Wealth Financial Consultant and New Advisor Development Training, Malory became a Financial Advisor and partner of the Mannen Financial Group of Wells Fargo Advisors in 2022. Malory assists Elizabeth and Jarid with guiding clients to the appropriate investment. She uses her exceptional communication skills to assist the Mannen Financial Group of Wells Fargo Advisors’ clients with their needs including problem solving, strategy implementation and professional coordination. Malory also utilizes her skills in the application of new technologies to help clients interact, engage and organize their financial lives in new ways.
Background and Experience
Malory came from Wells Fargo Advisors home office. Previously she worked in WellsTrade as a Trading Service Representative for self-directed brokerage accounts. Most recently she worked on the Product Marketing Desk. Through her early experiences, Malory gained an understanding of the importance of building meaningful client relationships and attention to detail. Malory earned her B.A in Communication from University of Missouri St. Louis.
Away from the office
Malory enjoys spending time outdoors with her husband Christopher, son Giovanni, and daughter Daphne. Malory can be found at concerts and festivals enjoying live music and various arts. She enjoys trying new food at local restaurants or meals made at home by Chef Christopher. Her biggest passions are going on new adventures with her family and celebrating all Saint Louis city has to offer.
Jarid C. King
Financial Advisor
Focus
Jarid is a Financial Advisor with more than 15 years of industry experience. His main role with the Mannen Financial Group of Wells Fargo Advisors is to help guide clients towards the appropriate investment solutions. This includes problem solving, strategy implementation, and professional coordination. Jarid’s comprehensive combination of relationship-building and financial acumen makes him a valuable asset in every client conversation. Understanding the need of the client and how that translates into a financial road map is part art and part science, and Jarid is adept at both.
Background and Experience
Jarid's career has encompassed positions within a diverse financial industry background. From corporate bond trader to trust officer to investment manager, Jarid has a broad knowledge of investment planning, life insurance and alternative investments. Using his vast experience in a myriad of product areas, Jarid brings with him the keen ability to scrutinize client portfolios, analyze investment options, and bring cohesion to large client issues by breaking them down into manageable steps. In conjunction with his clients’ tax, legal, and estate professionals, Jarid is collaborative and thoughtful in his approach, and values how our clients’ lives are empowered through the planning process. Jarid received his Bachelor of Science degree in Business from Central Methodist University in Fayette, Missouri.
Away from the office
Jarid enjoys spending time with his wife, Sarah, and their three children Juliana, William and Mary Elizabeth. Jarid also enjoys volunteering for a local charity focused on helping underprivileged children in the St. Louis area. When not watching his own children's sporting events, he enjoys watching the hometown Cardinals.
Wells Fargo Advisors is not a legal or tax advisor
Steve Travers
Senior Registered Client Assoicate
Background and Experience
Steve joined the Mannen Financial Group of Wells Fargo Advisors in February, 2021 as a Senior Registered Client Associate. Steve assists Elizabeth Berges, Senior Private Wealth Financial Advisor, Jarid King, Private Client Financial Advisor and Malory Caltagirone, Private Client Financial Advisor with operations for the team.
Steve has over 15 years of experience in the financial services industry. He came from Wells Fargo Advisors home office. Previously he worked in Wells Trade as a Trading Service Representative for self-directed brokerage accounts. Most recently he worked in the RCAST group where he provided Client Associate support to Financial Advisors.
Away from the office
Steve enjoys spending time outdoors with his wife Anna as well as their extended family including five grandchildren. Steve has been a longtime long distance runner and you may see him out early mornings. Steve is a lifelong Cardinals and Blues Fan and enjoys watching the home teams.
Wells Fargo Advisors is not a legal or tax advisor