Lizzie Dipp Metzger Appointed as Chair of NY Life's Advisory Board

Advisor - People | Dec 01, 2024 | EIN

Lizzie Dipp Metzger Appointed as Chair of NY Life's Advisory Board

Lizzie Dipp Metzger has been named Chair of the Advisory Board of Directors at New York Life, marking a significant career milestone. Recognized for her exceptional commitment and leadership, she is the top advisor among all members of the board. An accomplished financial professional, Lizzie is the founder and president of Crown Wealth Strategies, providing integrated financial and insurance strategies across the United States. Her focus has been on supporting families, business owners, and affluent markets with tailored solutions, especially in retirement, estate, college, and business planning. Lizzie's rise began from humble beginnings in El Paso, Texas, where she worked alongside her husband. She is now noted as New York Life's highest-producing Latina advisor and one of the top financial security professionals nationwide. Lizzie's appointment is expected to further strengthen New York Life's strategic direction and service excellence. Her leadership in the financial arena establishes a high standard for her peers.

Sectors

  • Financial Services
  • Wealth Management
  • Insurance

Geography

  • United States – The appointment and business operations discussed in the article are based in the United States, particularly focusing on New York Life and Crown Wealth Strategies.
  • El Paso, Texas – El Paso is significant as it's Lizzie Dipp Metzger's starting point and operational base for Crown Wealth Strategies.

Industry

  • Financial Services – The article revolves around the appointment of a key figure in the financial services industry, highlighting strategic leadership and advisory roles which are core aspects of this sector.
  • Wealth Management – Crown Wealth Strategies, led by Lizzie Dipp Metzger, operates in this sector by providing bespoke financial solutions to high-net-worth individuals.
  • Insurance – New York Life is a prominent insurance company, and Lizzie's expertise partly covers insurance strategy, making this sector relevant.

Financials

    Participants

    NameRoleTypeDescription
    Lizzie Dipp MetzgerChair of the Advisory BoardPersonFounder and President of Crown Wealth Strategies and newly appointed Chair of New York Life's Advisory Board.
    New York LifeAdvisory BoardCompanyA prominent life insurance company in the United States, appointing Lizzie Dipp Metzger as Chair of its Advisory Board.
    Crown Wealth StrategiesFinancial Advisory FirmCompanyA wealth management firm founded and led by Lizzie Dipp Metzger, providing financial solutions to clients nationwide.
    Eagle Strategies LLCInvestment AdviserCompanyA Registered Investment Adviser through which Lizzie Dipp Metzger offers investment advisory services.