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| Elizabeth A. Thorley |
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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 since 1991, completed the Chartered Life Underwriter® professional education program in 2001 and in 2015 achieved her Accredited Investment Fiduciary designation. In 2016, Elizabeth was certified as an Accredited Estate Planner® 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"1 list for 2024 and recognized as a "2024 Forty Under 40"2 award winner and the "2023 Power 30 List in Banking & Finance"3 by the Rochester Business Journal. She was also named to the "2024 Forbes' Best In State Wealth Advisors"4 List .
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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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, 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. This informational e-mail is an advertisement. To opt out of receiving future messages, follow the Unsubscribe instructions below
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