Jennifer Luzzatto
Advisor, Partner, Strathmore Capital Advisors, Inc
- Role
- Financial Advisor and Partner at Strathmore Capital Advisors
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Jennifer Luzzatto
After establishing and running my firm, Summit Financial Partners, Inc. for over 20 years, I decided to merge Summit with Strathmore Capital Advisors based in Charlotte, NC. Strathmore Capital Advisors is a Registered Investment Advisory firm specializing in asset and wealth management, servicing individual clients, families and corporations on a fee-only basis. We are among a select group of investment firms in the nation that has the privilege to invest with Dimensional Fund Advisors. Our services are tailor made to each client’s specific circumstances and are never a one size fits all approach.Specialties:Certified Financial Planner Professional ™Chartered Financial Analyst®Accredited Investment Fiduciary®
Experience
Financial Advisor and Partner
Nov 2025 — Present · Richmond, VA, US
I joined the fantastic team of Strathmore Capital Advisors in November 2025, after merging the firm I established, Summit Financial Partners, Inc. into Strathmore. My role within Strathmore is largely the same as it was at Summit - working with great wealth management clients.
Education
University of Richmond - Robins School of Business
MBA, Business
1995 — 2000
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