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, MS, CFP, CLU, AIF, AEP
 
Professional
Elizabeth Thorley 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. in order to provide a truly independent and comprehensive approach to financial planning. Thorley Wealth Management Inc. believes that in order to provide world-class service and guidance, an investment professional should be free from the influences present at many of the traditional Wall Street firms. She has consistently been recognized as a top-level producer, ranking in the top 10% of independent advisors associated with Commonwealth Financial Network®, an independent broker/dealer.

Elizabeth has been a CERTIFIED FINANCIAL PLANNERTM 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 she was awarded the Accredited Estate Planner® (AEP®) designation 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. In New York she holds Health and Variable Life Insurance Licenses and is certified in NYS Partnership Long-Term Care Insurance.

Elizabeth Thorley is proud to have been recognized as a Leader's Level advisor for 2016—a distinction attained this year by just 6 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth recognizes Leader's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leader's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Personal
Elizabeth lives in Fairport where she raised her 2 children, David and Vienna. David graduates from Boston College with a Biochemistry degree in 2017 and will attend medical school in 2018.  Vienna is completing an undergraduate degree at the College of Wooster in Ohio and swims competitively for the college's Swim Team.  Elizabeth is very active in her community, serving on the Board of Directors of the Rochester Area Community Foundation, as a member of the Investment Committee of 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.



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.

 



This communication is strictly intended for individuals residing in the state(s) of CA, CO, DC, FL, GA, LA, ME, MD, MA, MI, NJ, NY, NC, OH, OR, PA, SC, TX, VT and VA. No offers may be made or accepted from any resident outside the specific states referenced.