Elizabeth A. Thorley
MS, CFP® professional, CLU®, AIF®, AEP®
Founder & CEO
Unlike many individuals, Elizabeth Thorley knew early on she was destined to become a financial advisor. Analytical by nature, she enjoyed digging into the details of every issue she faced to uncover the most effective solution. But even more meaningful was Elizabeth's resolve to put her analytical thinking to work for the benefit of others.
"I've always been intrigued by the idea of doing research and figuring out how best to guide individuals to help meet their financial goals," said Elizabeth. After graduating from the University of Denver with an economics degree, she took on the role of research assistant at the board of governors for the Federal Reserve in Washington, DC. She got to address important macroeconomic issues, but Elizabeth knew her passion was helping individuals and families reach their dreams. That's why she made the move to become a personal financial advisor in 1987, working for Ameriprise (formerly IDS/American Express Financial Services).
Elizabeth believes many human behavioral issues cause us to get distracted from our financial goals. "That's what motivates me. I use my skills to help clients overcome these obstacles and figure out how to piece together the parts of their puzzle, so they know what they should be doing to reach their goals," said Elizabeth.
Elizabeth has since founded Thorley Wealth Management, Inc., to offer clients the benefits of an independent and comprehensive approach to financial planning. This structure gives the Thorley team access to more options and strategies without the pressure to meet sales quotas. "We are committed to doing what is in our clients' best interests."
Elizabeth is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), a Chartered Life Underwriter® (CLU®), an Accredited Investment Fiduciary (AIF®), and an Accredited Estate Planner® (AEP®). Elizabeth 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.
An active contributor to her community, Elizabeth serves as Board Chair of the Rochester Area Community Foundation, a member of the board at the Ronald McDonald House Charities, and she is on the Executive Committee of the Estate Planning Council of Rochester.
Elizabeth lives in Fairport, where she raised her two children, David and Vienna. In her free time, Elizabeth enjoys golfing, cooking, reading, and traveling. She is more than halfway toward reaching her goal of visiting every continent.