Elizabeth Milardo joins Northstar Wealth Partners Advisory Team
Northstar Wealth Partners (NSWP), a respected wealth management firm headquartered in West Hartford area, announced today the addition of a new Wealth Advisor to their expanding enterprise. Elizabeth Milardo has joined Northstar Wealth Partners after spending the past four years of her professional life affiliated with Barnum Financial Group, a MetLife affiliate. She will operate her practice out of their Middlesex County office location. Lizz will continue to provide a full-spectrum of holistic financial planning services including business succession, retirement planning, estate planning and risk management services to an established clientele of small business owners, professional women and established families.
As a client-centric Wealth Advisor, she has a reputation for success in work toward meeting her clients’ needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give her clients and their families a lasting voice. She is an educator at heart, and provides corporate sponsored and community based workshops on a wide variety of financial topics. Many of her sessions are focused on the opportunities that exist for women to gain control of their financial independence, while others tackle the unique and urgent challenges that face families who have children with special needs. Prior to launching her planning practice Lizz was a local business owner herself, co-owning a photography studio with her husband. That experience gives her a pragmatic perspective that small business owners value and choose when seeking financial advisement.
She is a native of Connecticut, has raised her children in the area and has over twenty years experience in the financial services industry. Lizz is passionate about her profession. Her collaborative nature and commitment to her clients and community has helped her build a robust practice that continues to expand and grow.
Robert Laraia, Founder and Partner of NorthStar had this to say about Milardo’s appointment “Lizz has a professional energy and commitment to client empowerment that sets her apart from others in the financial services industry. She is a strong client advocate and educator with an independent perspective, which is what drew her to Northstar’s affiliation model. I am proud to call such an astute and well-respected Advisor a colleague and Partner. We know Lizz will continue to innovate and expand her presence in Middlesex County and beyond.”
Over the years Milardo has built a client base that includes small business owners, professional women, retirees, and families who have children with special needs. She plans to continue to grow her practice and is actively accepting new clients into her business during this transition.
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About NorthStar Wealth Partners
Northstar Wealth Partners is a full-service, wealth management firm located in West Hartford, Connecticut. They currently employ twenty-five Partners, and five, full-time staff members, all who serve the financial needs of small business owners, senior executives, experienced professional, retirees and successful families. The firm provides retirement, investment, business succession, estate, charitable giving, and financial planning advice, strategies and product solutions to their growing clientele. All advisors are accepting new clients, and complimentary consultations are available by appointment. Northstar Wealth Partners broker/dealer is LPL Financial. Member FINRA/SIPC.
Securities offered through LPL Financial. Member FINRA/SIPC.
