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Melissa Lizotte, CLU®, CLTC®

Senior Advisor Consultant
20 E. Thomas Rd., Suite 2000
Phoenix, Arizona, 85012

About

Melissa Lizotte serves as a Senior Advisor Consultant for Highland Capital Brokerage. Melissa started in the financial services industry in 1995. Melissa specializes in life, disability, and long-term care insurance.

Prior to joining Highland, she worked with various broker dealers, dedicating her time to giving financial advisors the tools, training, and research necessary to facilitate informed and productive conversations surrounding protection and guaranteed retirement income. In addition, as a trusted partner and advisor, she coached financial professionals in identifying vital needs and areas of focus in their markets by providing insight, sales process training, and ongoing perspectives. 

Melissa holds the following designations and licenses Series 6 and 63, CLU®, CLTC®, and Life and Health.

Melissa lives in Gilbert, Ariz., with her fur baby, Lola. In her spare time, she enjoys cooking, reading, working out, and volunteering with the Junior League and other organizations.

Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

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