Crown Wealth Strategies Press Releases

Published on January 17, 2022 - 18:00 GMT

CROWN WEALTH STRATEGIES WELCOMES NEW CLIENT SERVICE COORDINATOR

EL PASO, TEXAS, UNITED STATES, January 17, 2022 /⁨EINPresswire.com⁩/ -- Crown Wealth Strategies, an El Paso-based wealth strategies firm, welcomes our new Client Service Coordinator, Licensed Service Assistant Christine Beal as our newest employee. In her role, Beal will work directly with clients and assist the Crown team as they develop custom financial solutions. Crown Wealth Strategies serves clients across the nation and is recognized for its personal service and commitment to clients’ financial …

Distribution channels: Business & Economy, Companies ...

Published on December 7, 2021 - 18:00 GMT

ELIZABETH DIPP METZGER NAMED ONE OF THE TOP ADVISERS ON FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS LIST OF 2021

ELIZABETH DIPP METZGER NAMED ONE OF THE TOP ADVISERS ON FORBES’ TOP FINANCIAL SECURITY PROFESSIONALS LIST OF 2021, #2 woman in the US and #12 overall. EL PASO, TX, US, December 7, 2021 /⁨EINPresswire.com⁩/ -- Elizabeth “Lizzie” Dipp Metzger, MSFS, CFP®, AEP®, from the El Paso General Office of New York Life Insurance Company has been listed on the 2021 Forbes Top Financial Security Professionals list. Lizzie was ranked #12 overall and as one of the top female advisers on the list. She was honored to be …

Distribution channels: Business & Economy, Companies ...

Published on October 22, 2021 - 16:18 GMT

ALABAMA ADVISOR CELEBRATES ONE YEAR WITH CROWN WEALTH STRATEGIES

Financial adviser Andrew Snyder recently celebrated his one-year anniversary with Crown Wealth Strategies. EL PASO, TX, USA, October 22, 2021 /⁨EINPresswire.com⁩/ -- Financial adviser Andrew Snyder recently celebrated his one-year anniversary with Crown Wealth Strategies. Mr. Snyder joined the El Paso wealth solutions firm from his office in Tuscaloosa, Alabama, and with him on the team, Crown Wealth Strategies provides personal, local support for a growing sector of clients in Alabama. Crown Wealth …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on September 9, 2021 - 19:33 GMT

CROWN WEALTH STRATEGIES FINANCIAL PROFESSIONALS ALL ACHIEVE NEW YORK LIFE COUNCIL STATUSES

CWS financial professionals achieved status as a member of New York Life’s 2021 Council, which recognizes outstanding achievements among New York Life's agents EL PASO, TX, USA, September 9, 2021 /⁨EINPresswire.com⁩/ -- Recently, every financial professional at Crown Wealth Strategies achieved status as a member of New York Life’s 2021 Council, which recognizes outstanding achievements among New York Life’s sales force of more than 14,000 licensed agents. As a firm dedicated to serving others with …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on August 5, 2021 - 16:37 GMT

NEW YORK LIFE AGENT ELIZABETH DIPP METZGER QUALIFIES FOR MILLION DOLLAR ROUND TABLE’S “TOP OF THE TABLE”

New York Life Leads Million Dollar Round Table for the 62st Consecutive Year EL PASO, TX, USA, August 5, 2021 /⁨EINPresswire.com⁩/ -- Outstanding client service, ethics and professionalism have elevated Elizabeth Dipp Metzger of New York Life’s El Paso General Office to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table — The Premier Association of Financial Professionals.® In addition to being a New York Life agent since 2010, Dipp Metzger is a 11-years MDRT member and a 6 time …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on July 22, 2021 - 16:00 GMT

ELIZABETH DIPP METZGER NAMED AS A MEMBER OF THE ADVISORY BOARD OF DIRECTORS AT NEW YORK LIFE INSURANCE COMPANY

EL PASO, TX, USA, July 22, 2021 /⁨EINPresswire.com⁩/ -- Elizabeth “Lizzie” Dipp Metzger, CFP®, AEP®, was named a member of the 2021 New York Life Insurance Company Advisory Board of Directors. The Advisory Board of Directors (ABD) is made up of the current Council President and former Council Presidents who currently qualify for New York Life’s prestigious Chairman’s Council. Members of this elite group are among the most successful and professional Agents at New York Life and in the industry. The ABD …

Distribution channels: Business & Economy, Insurance Industry ...

Published on June 14, 2021 - 16:30 GMT

BRIAN METZGER NAMED MEMBER OF MILLION DOLLAR ROUND TABLE

Brian T. Metzger, LUTCF, has earned membership in the Million Dollar Round Table (MDRT) for 2021. EL PASO, TEXAS, UNITED STATES, June 14, 2021 /⁨EINPresswire.com⁩/ -- New York Life Leads Million Dollar Round Table for the 66th Consecutive Year Brian T. Metzger, LUTCF, has earned membership in the Million Dollar Round Table (MDRT) for 2021. Achieving membership in MDRT is a distinguishing life insurance career milestone, attained only by those who have demonstrated superior professional knowledge, …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on April 19, 2021 - 16:26 GMT

CROWN WEALTH STRATEGIES DIRECTOR OF OPERATIONS BECOMES REGISTERED SERVICE ASSISTANT

Viviana M. Hernandez, Director of Operations for Crown Wealth Strategies, has become a Registered Service Assistant to Lizzie Dipp Metzger, CFP®, AEP® EL PASO, TEXAS, UNITED STATES, April 19, 2021 /⁨EINPresswire.com⁩/ -- Viviana M. Hernandez, Director of Operations for Crown Wealth Strategies, has become a Registered Service Assistant to Lizzie Dipp Metzger, CFP®, AEP®, by passing the qualifying Series 6 and 63 exams administered by FINRA (Financial Industry Regulatory Authority). FINRA is the leading …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on March 5, 2021 - 18:08 GMT

ELIZABETH DIPP METZGER NAMED TO NEW YORK LIFE’S CHAIRMAN’S CABINET TOP 50 IN THE COMPANY

Dipp Metzger has achieved this status for the 9th consecutive year. EL PASO, TX, US, March 5, 2021 /⁨EINPresswire.com⁩/ -- Lizzie Dipp Metzger has been named a member of the 2020-2021 Chairman’s Cabinet of New York Life. Members of the elite Chairman’s Cabinet are the top fifty highest producing agents among New York Life’s sales force of more than 12,000 licensed agents in sales achievement. This is the 9th year Lizzie has achieved this status. Mrs. Dipp Metzger is Founder and Principal of Crown …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

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