Liza believes trust is the keystone of a successful client/advisor relationship. She is passionate about helping her clients articulate life goals and think long-term to achieve them.
As a millennial and the next generation of McDevitt Weintraub Wealth Management, Liza is well-versed with the needs and challenges millennials face. She strives for balance across planning and investing to help clients achieve their financial and life goals.
Liza brings expertise and tailored solutions to clients drawing on her broad business experience, the support of the MWWM Team, and Raymond James resources. She aims to provide a simple, straightforward experience so her clients feel confident and in control.
As a former management consultant, Liza loves working with business leaders of all types. She received her undergraduate degree in business from The College of William & Mary and a master’s degree in Applied Positive Psychology from the University of Pennsylvania.
Raymond James is not affiliated with the above organizations and/or charitable causes.