Elizabeth Hutton (CFP®)

Elizabeth Hutton focuses in the
following client markets or areas of practice:

Baby Boomers

Financial Psychology/Coaching

Generation X

Millennials

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

As a CERTIFIED FINANCIAL PLANNER™ professional, Elizabeth is responsible for working with clients to reach their unique financial goals. With several years of experience in Portfolio Operations for the firm, she understands the importance of matching investment strategies to different client objectives. Elizabeth graduated cum laude from the University of Rochester with a B.S. in Chemical Engineering.

Outside of work, Elizabeth enjoys traveling, gardening and renovating her new home with her husband, and participating in the Rochester Paddle Tennis League.