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ELIZABETH ZUIK LAVOIE

ELIZABETH Z. LAVOIE

LAVOIE WEALTH ADVISORS | Wealth Advisor - Director
CAMBRIDGE, MA
Some features on this profile are disabled
CRD#: 4447461
ELIZABETH ZUIK LAVOIE

Professional summary

ELIZABETH ZUIK LAVOIE, CFA, who also goes by Elizabeth S Zuik, is a registered financial advisor currently at LAVOIE WEALTH ADVISORS LLC located in Cambridge, Massachusetts.

ELIZABETH is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. ELIZABETH has worked at 2 firms .

Biography

Betsy provides investment management and financial planning and works closely with a diverse group of new and long-term clients that includes doctors, scientists, lawyers, business owners and divorcing individuals. She is also a member of Lexington’s Investment Committee. Prior to joining Lexington Wealth Management, she spent nine years as an investment officer at PNC, where she managed a portfolio of investment assets and worked with a team of advisors to build customized wealth management solutions. She also served high-net-worth investors at Eaton Vance Investment Counsel and Scudder Private Investment Counsel/Deutsche Private Wealth Management from 2001 until 2007. In 2006, she was awarded the Chartered Financial Analyst® (CFA®) designation. In 2021 she received her Certified Divorce Financial Analyst® (CDFA®) designation. She has a bachelor's degree in management from the A. B. Freeman School of Business at Tulane University, where she also received a degree in finance. She is a member of the Boston Security Analysts Society and the Boston Estate Planning Council. Betsy is actively involved with her alma mater, Tulane University, and has served as the New England Club president since 2010. She lives with her husband, daughter and son in Cambridge, Massachusetts. She enjoys playing tennis at the Lexington Tennis Club, learning to play golf and skiing with family and friends.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elizabeth S Zuik

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view ELIZABETH ZUIK LAVOIE's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

March 30, 2026 - Present

LAVOIE WEALTH ADVISORS LLC

RIA
CRD#: 340995
CAMBRIDGE, MA
Past

October 28, 2019 - November 19, 2024

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
Lexington, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(3/30/2026)

Exams

Current Firm

LW
LAVOIE WEALTH ADVISORS LLC
LAVOIE WEALTH ADVISORS | LAVOIE WEALTH ADVISORS LLC

CRD#: 340995 / SEC#:

Massachusetts
Registered Investment Advisory firm - (3/30/2026 Approved)
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Contact information

Main Address
Cambridge, MA
Mailing Address
Phone number
(617) 302-7742
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

LAVOIE WEALTH ADVISORS LLC

Wealth Advisor - DirectorCRD#: 340995Cambridge, MA

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