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Lizzie Decarlo (Reifenheiser)

Private Wealth Advisor with a financial planning focus

Lizzie Decarlo (Reifenheiser) is a next-generation Private Wealth Advisor who specializes in customized financial planning to help individuals and families achieve their life goals. She collaborates with a team to advise successful clients, develops and implements financial plans tailored to each client's unique situation, and particularly enjoys working with women and young families facing personal and financial challenges. Lizzie takes pride in being a female Financial Advisor and a millennial, demographics often underrepresented in the industry. She holds an MBA from the University of Virginia Darden School of Business and a B.A. in History and Art History from Williams College. Lizzie has past experiences as a Private Wealth Advisor and Senior Vice President at UBS Private Wealth Management, Private Banking Associate at Credit Suisse, and roles at Amity Search Partners LLC and SG Partners.

Highlights

Oct 18 · linkedin

Liz Elting’s #dreambigandwin has been so impactful and inspiring to me. It is a back-to-basics guide to not just navigating, but excelling at business, parenthood and life. I can’t wait to share her incredible story with friends and family.

Sep 25 · linkedin

On this rain-soaked Monday, I am reflecting on such a fun, beautiful and rewarding afternoon supporting Horizons Norwalk Community College www.horizonsncc.org with great friends Mackie Spadaccini Jennifer Nelson Ray Audrey Chastain-Chapman. Horizons is an award-winning, tuition-free academic and enrichment program serving under-resourced students from the Norwalk community. They are doing amazing work for the Norwalk community! #horizonsncc

Lizzie Decarlo (Reifenheiser)
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Location

New York City Metropolitan Area