Elizabeth Miller, president of Summit Place Financial Advisors, is a recognized market strategist, economist and author working with successful people to coordinate all of their wealth needs. Liz leverages her unique goal-oriented approach to wealth management to simplify clients’ financial lives and help them clearly see and track how they can master the future lives they seek.
With over 20 years of Wall Street experience, Liz is an award-winning entrepreneur and accomplished speaker. Through her programs and keynote speeches, she brings tremendous energy and financial expertise to any organization or event. Liz continues to present sold-out programs at the Chautauqua Institution on a number of topics, including: legacy planning and building your goal-oriented portfolio. Liz also speaks all over the country, most often at gated communities and professional organizations.
In addition to earning numerous industry awards, such as the 2017 and 2018 Five Star Wealth Manager recognizing top advisors for the highest in service and overall satisfaction, Liz is the author of “Clutter-Free Wealth: A Goal-oriented Guide to Gaining Control of your Affluence.” She is regularly quoted and featured in the media as a strategist and market expert for The Wall Street Journal, U.S. News & World Report, MarketWatch, and Financial Planning Magazine.
Liz received a B.S. in economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University.