Advisor Jill Lizzi on All-Inclusive Planning
By Janet Levaux
Envestnet and Investment Advisor magazine presented honors to the winners of this year's Asset Manager and Strategist of the Year Awards in mid-May at the Envestnet Advisor Summit in New Orleans.
Envestnet also announced the winners of its Essential Advisor Awards, which recognize advisors who embody the values detailed in a book co-authored by Envestnet President Bill Crager, "The Essential Advisor: Building Value in the Investor-Advisor Relationship."
One of the 2018 winners is Jill Lizzi, CFP, of Bronfman Rothschild.
The director of Wealth Advisory works for the Rockville, Maryland-based group closely with affluent families to provide comprehensive advice.
An independent RIA, manages more than $6 billion in client assets, she guides clients through issues that include estate planning, tax planning, investment management and retirement planning.
Other winners of the second annual Essential Advisor Awards are:
- Eric Cumley, Olympic Wealth Management';
- Charlotte Dougherty, Dougherty & Associates; and
- Dan Smith, Signature Wealth Advisors.
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