Green Valley Wealth Management
Mission Wealth has merged with Green Valley Wealth Management!Green Valley Wealth Management’s accomplished team strengthens Mission Wealth’s existing client service experience in North Carolina and establishes a location in the Southeastern Region.
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Mission Wealth Merged with Green Valley Wealth Management
Greensboro, NC – October 4, 2022 – Mission Wealth LP announced that it has merged with Green Valley Wealth Management, an investment firm that operates out of Greensboro, NC and oversees approximately $90 million in assets under management. Green Valley Wealth Management’s accomplished team strengthens Mission Wealth’s existing client service experience in North Carolina. The partnership establishes a location in the Southeastern Region allowing Mission Wealth to better serve the needs of future clientele in this region.
“We are thrilled to welcome the entire team at Green Valley Wealth Management to Mission Wealth. From our very first conversation with Phyllis, Susan, and Beth, we knew their team’s passion for comprehensive wealth management, investment counsel, and community involvement was a perfect fit. The addition of Green Valley will add to our existing presence in the Southeast and allow us to better serve the growing needs of our clientele in the region. As we have gotten to know each other better over recent months, it has solidified my respect for what Green Valley has built, confirmed our strong cultural match, and reinforced our collective belief in the importance of continuously enhancing the client experience.”
During her twenty-year career in the financial industry, Phyllis G. Lancaster, CFP® has been committed to developing solid relationships with her clients and helping them transition financially as they move through their lives. Phyllis established Green Valley Wealth Management in 2011 and holds the internationally recognized professional CERTIFIED FINANCIAL PLANNER™ designation. Also, she is securities-registered, insurance-licensed, and an Investment Adviser Representative. Phyllis holds a Bachelor of Arts degree from the University of Arkansas and is a graduate of the University of North Carolina Senior Executive Institute. Phyllis’ professional memberships include the Financial Planning Association, Society of Financial Services Professionals/Greensboro Associate, and the Greensboro Women’s Professional Forum.
“I am honored to merge with an organization that provides caring advice to empower people to live their life’s dreams. This combination of care and technical and investment advice will benefit my existing and future clients.”
Susan Rizzi, CFP® became interested in investing and financial planning soon after college while developing portfolio management software for an investment company in Baltimore, MD. She established Green Valley Wealth Management to help clients make educated and informed decisions about their retirement. Susan especially enjoys discovering new technologies that help clients assess and become more confident with their financial decisions. Susan holds the internationally recognized CERTIFIED FINANCIAL PLANNER™ professional designation and is an Investment Adviser Representative serving in a fiduciary capacity. She graduated magna cum laude with a Bachelor of Arts degree from Towson University. Her professional affiliations include Society of Financial Services Professionals, Greensboro Estate Planning Council and the Financial Planning Association where she mentors new CFP® professionals and hosts the Business Success Knowledge Circle. Susan and her family have lived in Greensboro for twenty-two years and she has enjoyed serving as board Treasurer for several local non-profit organizations.
“I don’t think we could have found a better match. It was important to us to find a firm owned and run by experienced, successful CFP® professionals rather than private equity. It’s so exciting not only to have found that but also a group of like-minded and like-hearted professionals I am proud to call partners and friends.”
Along with Phyllis and Susan, Beth Barton will also join Mission Wealth as a Client Service Representative. Beth’s primary role is providing clients with personal attention and service. Beth's career in the financial industry spans more than thirty years both with a Fortune 500 company and an independent financial planning firm. She has experience in practice support, marketing, and client services. She is responsible for the functions that provide clients with excellent service and building lasting client relationships. Beth holds General Securities Representative and General Securities Principal registrations.
“We are excited to welcome the Green Valley team, and their clients, to Mission Wealth. Phyllis, Susan, and Beth share our passion for thoughtful planning, prudent investment stewardship and caring service while also being positive community contributors. This new partnership is part of Mission Wealth’s ongoing commitment to serve more families across the southeastern United States with our industry leading service approach.”