New York Life names Lizzie Dipp Metzger 2017 Council President

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First Hispanic woman to receive honor among 12,000 licensed agents and advisors

“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" --Mark Madgett, Senior Vice President and Head of Agency, New York Life.

New York Life has named Lizzie Dipp Metzger, CFP®, AEP®, as its 2017 Council President.  The first Hispanic woman to receive this award, Ms. 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 President of Crown Wealth Strategies, a separate comprehensive wealth strategies firm, that she founded only seven years ago and 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 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.

Among the products and services Crown Wealth makes available to its clients such as high net worth families, professionals and business owners, include asset protection products of New York Life; access to investment money managers through Eagle Strategies LLC; New York Life Family of mutual funds and business strategists in The Nautilus Group, who assist with estate and legacy planning, charitable giving, executive benefits, business planning, tax strategies and succession planning.  Additionally, Crown Wealth brings in its clients’ attorneys, CPAs and bankers when necessary as part of the client’s holistic services.  

Metzger has received other industry awards, named to “Top of the Table” Million Dollar Roundtable (MDRT) since 2015. MDRT is the Premier Association of Financial Professionals. She was named to the NAIFA Four Under Forty.

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About Crown Wealth Strategies:
Crown Wealth Strategies is a full-service national insurance and investment resource for high net worth families, physicians, business owners and professionals seeking to both maximize and preserve the value of their holdings over the course of a lifetime.

Elizabeth Dipp Metzger is a Member Agent, The Nautilus Group®, a service of New York Life Insurance Company http://www.TheNautilusGroup.com; a Financial Adviser offering investment advisory services through Eagle Strategies; a Registered Investment Adviser; a Registered Representative offering securities through NYLIFE Securities LLC; a Member of FINRA/SIPC, and a Licensed Insurance Agency. Crown Wealth Strategies is located at 4907 Crossroads Drive - Suite A, El Paso, TX 79922 and can be reached at 915-613-4300. Eagle Strategies and NYLIFE Securities are wholly owned subsidiaries of New York Life. Crown Wealth Strategies is not owned or operated by Eagle Strategies LLC or its affiliates. Please visit Crown Wealth Strategies website at http://www.crownws.com for more information.

About New York Life:
New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States* and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+).** Headquartered in New York City, New York Life’s family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investments*** provides institutional asset management. Other New York Life affiliates provide an array of securities products and services, as well as retail mutual funds. Please visit New York Life’s website at http://www.newyorklife.com for more information.

*Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/12/17. For methodology, please see http://fortune.com/fortune500/
**Individual independent rating agency commentary as of 8/01/17.
***New York Life Investments is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.

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Cynthia Loya

Lacey Siegel
Crown Wealth Strategies
since: 01/2013
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