Liza (pronounced Lizza) has been an active professional in the financial services industry for over 20 years. Liza’s first experience in the industry was working with a firm that specialized in municipal bonds. This strong background in tax-exempt securities jumped started her career at Raymond James in 1988. In 1997 she was admitted to the Raymond James Financial Advisors Council, which recognizes financial advisors who have attained high educational requirements and demonstrated advanced financial planning skills.
Prior to opening a Raymond James Financial Services branch office in Belleair Bluffs in July of 2003, Liza was regional vice president of Eagle Asset Management, an investment management subsidiary of Raymond James. Liza was responsible for business development in Eagle’s northern territory. Her responsibilities included working with financial planners and other professionals on investment management asset allocation strategies for high net worth individuals and institutions.
Liza is a Certified Financial Planner™ and certified investment management analyst in addition to satisfying the educational requirements to be licensed as a general securities principal with Raymond James. She also carries, life, health and variable annuity licenses in the State of Florida. She graduated with distinction from Eckerd College in Florida with a B.A. in business and management.
A little known tidbit about Liza is that she was born into a fifth generation circus family. She performed with the circus until the age of 24 and traveled through South America, Mexico, Guatemala (where she is from), Canada and across the U.S. Liza's specialties included wirewalking, aerial acrobatics and musical comedy. She speaks fluent Spanish, loves to travel and enjoys a variety of sports and music.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
