Advisor Jill Lizzi on All-Inclusive Planning

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.

Janet Levaux

@Think_JanetL