Liz Reynolds in

Liz Reynolds

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Client Experience Manager at Northwestern Mutual
📍 Milton, Delaware, United States

Liz Reynolds is a Client Experience Manager at ZD Wealth Management, an award-winning financial planning practice. She leverages over 30 years of experience in office leadership and customer service to help successful individuals with saving, investing, and tax reduction strategies. Liz attended Delaware County Community College.

After more than 30 years as a legal administration professional, she successfully transitioned her career into the wealth management industry.

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Experience
10 Years
Current Role
Client Experience Manager
Job Level
Middle
Location
Milton, Delaware, United States
Personality Overview

How Liz shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Liz cares about

Client Experience
Her current role focuses on managing the client experience for an award-winning financial planning practice, specializing in helping successful individuals.
Financial Planning
Her practice specializes in helping clients be more efficient with saving, investing, and reducing the long-term impact of taxes.
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Career

Work history

7-2024
Client Experience Manager
Northwestern Mutual
7-2020 - 1-2022
Legal Administrative Assistant
The Law Office of Dean A. Campbell, P.A.
4-2015 - 1-2020
Legal Administrative Assistant
Gonser and Gonser
4-2015 - 1-2020
Legal Assistant
Gonser and Gonser, P.A.
In the press

Media appearances

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Education
1983 - 1984
No
Delaware County Community College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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