Thorley Wealth Management, Inc.

Elizabeth Thorley, MS, CFP®, CLU®, AIF®, AEP®
CEO & President
1478 Marsh Road
Pittsford, NY 14534
585-512-8453 x205
Fax: 585.625.0477
ethorley@thorleywm.com
www.thorleywm.com



Elizabeth A. Thorley
 
Professional
Elizabeth was raised in Stow, Ohio. She graduated from the University of Denver in Colorado. Upon graduation, Elizabeth worked as a research assistant at the board of governors of the Federal Reserve in Washington, DC. She began her career in the financial services industry in 1987, where she was a personal financial advisor at Ameriprise (formerly IDS/American Express Financial Services). Ameriprise is known in the industry for its outstanding professional training program. While at Ameriprise, she was recognized by the company for her Quality of Advice, and due to her demonstrated level of expertise, experience, and leadership, she was considered a senior financial advisor. 

Elizabeth formed Thorley Wealth Management, Inc.to provide a truly independent and comprehensive approach to financial planning.  Our vision is to develop strategies that put individuals and families on a path to achieve their most important financial goals.

Elizabeth has been a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) since 1991, completed the Chartered Life Underwriter® (CLU®) professional education program in 2001 and in 2015 achieved her Accredited Investment Fiduciary (AIF®) designation. In 2016, Elizabeth was certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils. She is also an investment adviser representative of Commonwealth Financial Network, member FINRA/SIPC, and holds FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network. In New York, she holds health and variable life insurance licenses and is certified in NYS Partnership Long-Term Care Insurance.

Elizabeth is honored to have been named to the Forbes' Top Women Wealth Advisors List for 2020 and recognized as a 2020 Financial Leader for Weatlh Management by the Rochester Business Journal.  She was named to the Forbes' Best In State List in 2019 and recognized as a Leaders Level advisor for 2019 by Commonwealth Financial Network.  Commonwealth's Leaders status recognizes top advisors and their commitment to serving their clients - a distinction Elizabeth as consistently achieved since 2012.

In addition, a news source for financial advisors, InvestmentNews, awarded Thorley Wealth Management, Inc. for best practices at the 2019 Top Advisory Firm Summit.

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Personal
Elizabeth lives in Fairport where she raised her 2 children, David and Vienna.  Son, David, is a medical student at SUNY Stony Brook Medical School in Long Island, NY, and daughter, Vienna, recently graduated from the College of Wooster in Ohio with a major in Biology.  Elizabeth is very active in her community serving as the current Board Chair of the Rochester Area Community Foundation, a member of the board at the Ronald McDonald House Charities and on the Executive Committee of the Estate Planning Council of Rochester.  In her free time, Elizabeth enjoys golfing, cooking, reading and travelling.  She hopes to travel to every continent during her lifetime.

Fixed insurance products and services offered through CES Insurance Agency 



Securities and advisory services offered through Commonwealth Financial Network® member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.  Fixed insurance products and services offered through CES Insurance Agency.  This material has been provided for general informational purposes only and does not constitute either tax or legal advice.  Investors should consult a tax or legal professional regarding their individual situations.

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