New York Life has named Lizzie Dipp Metzger, CFP, AEP, as its 2017 Council President. The first Hispanic woman to receive this award, Metzger ranked as the top advisor among New York Life’s more than 12,000 licensed agents and advisors, based on production, while adhering to the highest standards of ethics and professionalism. Metzger is also a past recipient of Advisor Today’s Four Under Forty Awards.
Metzger is President of Crown Wealth Strategies, a separate, comprehensive, wealth-strategies firm that she founded only seven years ago. Since then, she has catapulted to the top of this list, first achieving New York Life El Paso Agent of the Year in 2011, and since 2012, has consistently ranked among the top-producing 200 New York Life’s elite force of agents.
“For Lizzie to achieve such an extraordinary level of accomplishment in a relatively short time is a testament to the tenacity and passion she brings to her career,” notes Mark Madgett, Senior Vice President and Head of Agency. “Not only is Lizzie committed to professional growth and development — continually challenging herself and others to reach higher, she is also equally committed to providing her clients with the highest levels of expertise, service and a full range of solutions to address any number of needs and situations.”
Under Metzger’s leadership, Crown Wealth integrates investment and insurance strategies that work together to help accumulate and preserve individual and family wealth. By leveraging the comprehensive offerings available to her through New York Life, its subsidiaries and its networks, Metzger can provide Crown Wealth’s clients a holistic array of planning, open-architecture investment and risk management services.
The first Hispanic female ever to become Council President at New York Life, Metzger also ensures that her firm’s capabilities are vital and relevant for emerging wealth communities and a variety of cultures.
“We pride ourselves on delivering the personalized comprehensive guidance and tech tools that our clients want today. Thanks to New York Life, we can get them to their financial goals with a customized mix of investment and protection strategies,” Metzger said.
Metzger has received other industry awards, and has been named to the MDRT’s “Top of the Table” since 2015.