Registered Client Services Associate
Lizzy Anderson is Rodriquez Wealth Management’s Registered Client Services Associate, overseeing client investment planning preparations and day-to-day operations. She also assists with research, trading efforts, and analytics. Lizzy specializes in striving to anticipate client needs, providing solutions and delivering proactive, concierge-level services tailored to our clients' lives. Her career began at Merrill Lynch in 2010, and like the rest of the team, has only worked in the financial services industry. Lizzy has been registered since 2017 and is a California Notary Public. In her free time, she enjoys outdoor activities, volunteering for various charities, and spending time with her Golden Retriever, Summer.