Lizz Milardo has over 25 years of experience in financial services. She prides herself on being collaborative, approachable, and a trusted fiduciary to all she serves. She is aware that many people do not understand their full financial picture until they are forced to due to life events or retirement. She believes in educating her clients and helping them achieve financial wellness.
She has provided financial education for top Fortune 500 companies, including the Washington Mystics Women’s basketball team. She has been on the Today Show, ABC and Fox News. She has studied under Dave Ramsey and loves to solve financial solutions for small business owners and individuals. She believes in giving back to her community serving on many non-profit boards, she is a member of the Martin County Estate Planning Council. She holds multiple securities licenses, insurance, and her real estate license.