Elizabeth Lott, of Enfield, Connecticut, was recently hired as an LPL Investment Advisor Representative in affiliation with American Eagle Financial Services. Elizabeth will focus on retirement planning and investment advising for the members of American Eagle Financial Credit Union.
Elizabeth has 11 years of experience in the financial services industry having previously worked at Smith Barney, Merrill Lynch, and her own insurance agency. She is a registered Investment Representative and has FINRA Series 7 and 66 registrations held with LPL Financial. She also holds Life & Health Insurance and Property & Casualty Licenses in Connecticut.
Elizabeth is committed to offering you the level of attentive service and informed guidance that you have come to expect from American Eagle Financial Services. She graduated with a Bachelor of Science degree in Insurance and Finance from the University of Hartford.
Elizabeth is based at American Eagle Financial Credit Union, 201 Elm Street, Enfield. She serves clients at the following branches: Avon, Bloomfield, Cromwell, Enfield, Farmington, Glastonbury, Middletown, Newington, Plainville, Southington, and West Hartford.
Contact Elizabeth to arrange a complimentary financial consultation.
LPL Investment Advisor Representative
American Eagle Financial Services
201 Elm Street, Enfield, CT 06082
860.568.2020, ext. 5845
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. American Eagle Financial Credit Union and American Eagle Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not NCUA Insured
No Credit Union Guarantee
May Lose Value