Jill Lawrence

Jill Lawrence, CFP®, CLTC®, CKA®, BFA™

Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER^™ | Chief Executive Officer | Managing Partner

Jill Lawrence is a CERTIFIED FINANCIAL PLANNER® and the Chief Executive Officer of Elite Advisors Collective, with over 27 years of financial advisory experience. At Elite Advisors Collective, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Jill and her husband of 25+ years and their two children live in Mound, Minnesota where they are avid sports fans, enjoy the outdoors, and play an active role in serving their community and various nonprofit organizations. She also enjoys providing people with opportunities to grow and learn through personal development workshops and seminars focused on improving their financial life.

Community Participation

Westonka Food Shelf Board Member
Imara International
Hamline University School of Business Advisory Board – Former Member

Professional Associations

Financial Planning Association
Kingdom Advisors
Certified Financial Planner Board of Standards, Inc.

Qualifications

CFP^® – CERTIFIED FINANCIAL PLANNER^™
CLTC^® – Certified Long-Term Care
CKA^® – Certified Kingdom Advisor
BFA^TM – Behavioral Financial Advisor

Awards & Recognition

Forbes’ Best-in-State Wealth Advisors, 2018-2021
Forbes’ Top Women Wealth Advisors, 2018-2021
Working Mother Top Wealth Advisor Moms, 2018-2021

Education

Bachelor of Arts, Hamline University, St. Paul, MN

Areas of Focus

Retirement Planning Strategies
Retirement Income Strategies
Investments
Estate Planning Strategies
Charitable Giving
Women’s Financial Strategies
Employee Stock Options
Multi-Generational Planning