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PROFESSIONAL PROFILE

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Liz Miller & Susie McLane

Summit Place Financial Advisors, LLC
18 Bank Street, Suite 202
Summit, NJ 07901
Office: 908-517-5880

www.summitplacefinancial.com

Professional Approach

When it comes to financial matters, it’s easy to see where you want to go. It’s harder to figure out who can help you get there. We start with your goals rather than with products, seeking to provide financial well-being at the most personal level.convey key information about you and your business.

Liz Miller, CFP®, CFA

Founder & President

Phone: 908-517-5881
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Liz spent the first half of her career in front a computer. As an M&A analyst, then internal hedge fund security analyst with First Boston in the 1980s, Liz was on the leading edge of Wall Street’s boom in quantitative analysis. In the early 90’s, Liz joined Oppenheimer Funds: After managing mutual funds for a short-time, she decided she wanted to use her experience and expertise to more directly help people achieve their financial goals. Liz went on to become a Managing Director and the head of equity research for Trevor, Stewart, Burton & Jacobsen, where she managed and advised institutional and individual clients.

Liz shares, “I went to Wall Street with my Wharton classmates and thrived on the intensity. As I learned to select and manage investments, I loved that my success was easily measured by portfolio performance. But once I grabbed that brass ring, I looked around and realized I wanted to be part of the good that can be spread with financial expertise. Shortly after I started managing portfolios for individuals and families, they started asking me other questions related to many of the planning issues that successful families face. They would share that their accountant or attorney had brought up a planning topic, but sent them to me for the next discussion. This is when I realized so many successful people are left to coordinate all their professionals by themselves in a quest for the best solutions.
Blogs & Resources
Liz’s Book, Clutter Free Wealth
Helping Families Navigate the Generations

 
In 2008, I decided to launch a firm that could simplify the financial life of clients by managing and coordinating all their diverse and complex wealth needs.”

Liz is currently the 2024 Chair-Elect for CFP Board which provides strategic leadership to the organization that certifies and upholds standards for approximately 100,000 CFP® professionals in the United States.

She is also co-President for the Alumni Board of the Sphinx Society of the University of Pennsylvania, serves on the External Research Advisory Board of NJIT and is a member of the Editorial Advisory Board for Trusts and Estates Magazine. She is a member of the CFA Institute, the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the National Speaker’s Association (NSA) and the Women’s President Organization (WPO). Liz joins the Chautauqua Institution every summer to lead Special Studies classes in investments and financial planning for multi-generational families.

In addition to earning numerous industry awards, such as the 2023 Five Star Wealth Manager recognizing top advisors for the highest in service and overall satisfaction, Liz is the author of “Clutter-Free Wealth: A Goal-oriented Guide to Gaining Control of your Affluence.” She has been regularly quoted and featured in the media as a strategist and market expert for Reuters TV, BNN Bloomberg TV, WealthManagement.com, YahooFinance.com, The Wall Street Journal, CNBC, MarketWatch and Financial Planning Magazine.

Liz received a B.S. in economics from The Wharton School at the University of Pennsylvania and an M.A. from Columbia University. She is a CERTIFIED FINANCIAL PLANNER™ certificant and a CFA® charterholder.

You can reach Liz at liz.miller@summitplacefinancial.com

Susie McLane, CFP®

Managing Director, Sr. Wealth Advisor

Phone: 908-517-5884
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Susie is a Managing Director and Sr. Wealth Advisor with Summit Place.  Previously she was with Glenmede where she worked extensively with successful families and their upcoming generations.  She started her career in accounting and spent several years with Deloitte working on individual and family business tax preparation and management.

Susie was drawn to Summit Place by our multi-generational family relationships and specifically our commitment to a select number of clients ensuring we can provide regular proactive comprehensive advice and expertise on all aspects of their clients’ wealth.  Susie enjoys helping clients to develop and implement financial plans and solutions to complex wealth challenges that include collaborating with her colleagues and outside advisors to offer the best advice and solutions.

Susie earned her B.S. degree in Accounting, with a minor in Finance, from Fairleigh Dickinson University and her MBA with a concentration in Finance from Centenary University.

Susie has earned her CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Financial Planning Association (FPA), The Estate Planning Council of Northern NJ (EPCNNJ) and the Women’s Association of Morristown Medical Center (WAMMC).

You can reach Susie at assunta.mclane@summitplacefinancial.com

See Accomplishments
This award was issued on 12/1/24 by Five Star Professional (FSP) for the time period 3/13/24 through 10/7/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 7425 New Jersey-area wealth managers were considered for the award; 431 (6% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 6,515, 462, 7%, 12/1/23, 3/13/23 - 9/29/23; 2023: 6,606, 407, 6%, 12/1/22, 3/21/22 - 10/18/22; 2022: 6380, 431, 7%, 12/1/21, 4/12/21 - 10/15/21; 6123, 459, 7%, 12/1/20, 3/30/20 - 10/23/20; 2020: 6210, 480, 8%, 12/1/19, 3/1/19 - 10/16/19; 2019: 6097, 477, 8%, 12/1/18, 3/21/18 - 10/12/18; 2018: 4383, 415, 9%, 12/1/17, 2/21/17 - 10/12/17; 2017: 3868, 664, 17%, 11/1/16, 2/25/16 - 10/7/16; 2016: 4143, 626, 15%, 11/1/15, 4/15/15 - 10/16/15; 2015: 5063, 672, 13%, 12/1/14, 4/15/14 - 10/16/14; 2014: 3315, 646, 19%, 12/1/13, 4/15/13 - 10/16/13; 2013: 4049, 733, 18%, 12/1/12, 4/15/12 - 10/16/12; 2012: 1312, 400, 30%, 11/1/11, 4/15/11 - 10/16/11.
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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.