Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®
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Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® Email & Phone Number

Founder and CEO at Thorley Wealth Management, Inc.
Location: Rochester, New York, United States 9 work roles 3 schools
1 work email found @thorleywm.com 3 phones found area 585 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email e****@thorleywm.com
Direct phone (585) ***-****
LinkedIn Profile matched
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Current company
Thorley Wealth Management, Inc.
Role
Founder and CEO
Location
Rochester, New York, United States
Company size
4 employees

Who is Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®? Overview

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Quick answer

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® is listed as Founder and CEO at Thorley Wealth Management, Inc., a with 4 employees, based in Rochester, New York, United States. AeroLeads shows a work email signal at thorleywm.com, phone signal with area code 585, and a matched LinkedIn profile for Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®.

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® previously worked as Board Member at Ronald Mcdonald House Rochester Ny and Founder & CEO at Thorley Wealth Management, Inc.. Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® holds Master Of Science, Financial Planning from College For Financial Planning.

Company email context

Email format at Thorley Wealth Management, Inc.

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*@thorleywm.com
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AeroLeads found 1 current-domain work email signal for Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®. Compare company email patterns before reaching out.

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Profile bio

About Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®

Since starting my practice in 1987, my focus has been on providing comprehensive financial planning and wealth management to individuals, families and small businesses. I concentrate in the areas of investment management, education funding options, Social Security claiming scenarios, income cash flow strategies, longevity planning, as well as identifying and developing insurance solutions (ex. Life, Long Term Care) to manage risk. I formed Thorley Wealth Management, Inc. to provide a truly independent and comprehensive approach to financial planning. Our vision is to develop strategies that put individuals and families on a path to achieve their most important financial goals.Professional Associations:Financial Planning AssociationEstate Planning Council of RochesterCommunity Service:The Community Foundation, Board Chair, Finance & Professional Advisor CommitteesRonald McDonald House Charities of Rochester, NY, Investment Committee member Specialties: Comprehensive Financial Planning Wealth Management Investment Planning - Asset Allocation Risk Management - Long Term Care, Life and Disability Insurance

Listed skills include Financial Planning, Wealth Management, Retirement Planning, Portfolio Management, and 15 others.

Current workplace

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®'s current company

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Thorley Wealth Management, Inc.
Thorley Wealth Management, Inc.
Founder and CEO
Rochester, NY, US
Website
thorleywm.com
Employees
4
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Company profile
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9 roles · 30 years

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® work experience

A career timeline built from the work history available for this profile.

Founder & Ceo

Current
Thorley Wealth Management, Inc.

Pittsford Ny

Independent financial advisor offering Comprehensive Financial Planning & Wealth Management. Due to SEC regulations, I am unable to receive recommendations. Securities and advisory services offered through Commonwealth Financial Network member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered by CES Insurance Agency. This communication is strictly intended for individuals residing in the states of: AL, CA, CO, CT, DC, FL, GA, IN, LA, MA, MD, ME, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, and VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html.

Dec 2012 - Present

Registered Representative

Current
Commonwealth Financial Network

Waltham Massachusetts

Elizabeth Thorley is proud to have been recognized as a Leaders Level advisor for 2015—a distinction attained by just 6 percent of advisors affiliated with Commonwealth Financial Network at that time.

1997 - Present ~29 yrs 6 mos

Past Advisory Board Member

Ymca Of Greater Rochester

Chaired Annual Southeast YMCA Invest in Youth Campaign

2005 - 2011 ~6 yrs

Research Assistant

Board Of Governors, Federal Reserve System

Analyzed international banking data and research support for Senior Economists in the International Banking Division in Washington DC.

May 1985 - Jan 1987
Team & coworkers

Colleagues at Thorley Wealth Management, Inc.

Other employees you can reach at thorleywm.com. View company contacts for 4 employees →

NM Nicole Martin Nicole Martin Colleague at Thorley Wealth Management, Inc.United States View → EM Elizabeth Marks, Chfc®, Clu® Elizabeth Marks, Chfc®, Clu® Colleague at Thorley Wealth Management, Inc.Pittsford, New York, United States View → CS Cooper Spears Cooper Spears Colleague at Thorley Wealth Management, Inc.Rochester, New York, United States View →
3 education records

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® education

FAQ

Frequently asked questions about Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®

Quick answers generated from the profile data available on this page.

What company does Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® work for?

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® works for Thorley Wealth Management, Inc..

What is Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®'s role at Thorley Wealth Management, Inc.?

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® is listed as Founder and CEO at Thorley Wealth Management, Inc..

What is Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®'s email address?

AeroLeads has found 1 work email signal at @thorleywm.com for Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® at Thorley Wealth Management, Inc..

What is Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 585 for Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® at Thorley Wealth Management, Inc..

Where is Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® based?

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® is based in Rochester, New York, United States while working with Thorley Wealth Management, Inc..

What companies has Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® worked for?

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® has worked for Thorley Wealth Management, Inc., Ronald Mcdonald House Rochester Ny, Commonwealth Financial Network, Rochester Area Community Foundation, and Crossbridge Financial Group, Llc.

Who are Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®'s colleagues at Thorley Wealth Management, Inc.?

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®'s colleagues at Thorley Wealth Management, Inc. include Nicole Martin, Elizabeth Marks, Chfc®, Clu®, and Cooper Spears.

How can I contact Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep®?

You can use AeroLeads to view verified contact signals for Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® at Thorley Wealth Management, Inc., including work email, phone, and LinkedIn data when available.

What schools did Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® attend?

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® holds Master Of Science, Financial Planning from College For Financial Planning.

What skills is Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® known for?

Elizabeth Thorley, Ms, Cfp®, Clu, Aif®, Aep® is listed with skills including Financial Planning, Wealth Management, Retirement Planning, Portfolio Management, Investment Strategies, Investment Management, Asset Allocation, and Asset Protection.

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