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Jill Lizzi, CFP®

Director, Wealth Advisory

301.339.6084 | jill.lizzi@belr.com

Jill joined Bronfman Rothschild in 2015 through the acquisition of Highline Wealth Management. She began her career with Highline Wealth Management in 2011 as an Analyst, was promoted to Senior Analyst, and then to Wealth Advisor. Prior to that, Jill worked for a financial planning firm in Virginia. She has been working closely with affluent families for nearly a decade and provides comprehensive advice for all aspects of their financial planning needs. Helping her clients meet their financial goals is one of the most rewarding aspects of her job. She guides her clients through both simple and complex issues that may arise, including estate planning, tax planning, investment management, and retirement planning
Previous Experience

  • Senior Analyst at Highline Wealth Management
  • Research Analyst at Cassaday & Company

Industry Involvement

  • CFP® professional

Education

  • University of Maryland, BA, Government and Politics, BS, Finance
  • Georgetown University, Executive Certificate in Financial Planning
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.