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.