Lizbeth Landey
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Lancaster, CA 93534
Credentials
Series 63, Series 66
Industry experience
4 years
Lizbeth Landey is an International Wealth Advisor with Merrill Lynch Wealth Management. She focuses on providing wealth management services tailored to high net worth and ultra-high net worth clients, including families and institutions. Lizbeth’s approach emphasizes a goals-based wealth management process that integrates all aspects of a client’s financial life, aiming to help clients prioritize and achieve their most important financial objectives through ongoing collaboration and strategy adjustments.
Her expertise covers a range of areas including divorce transition planning, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Lizbeth holds the Personal Investment Advisor (PIA) designation and is bilingual in English and Spanish.
Lizbeth completed her high school education at Academia del Perpetuo Socorro and earned a Bachelor’s Degree from the University of Miami. Outside of her professional work, she enjoys boating, fishing, and spending time with her family.
Merrill
2022 - Present (4 years)
Bank of America, N.A.
2022 - Present (4 years)
J.P. Morgan Securities LLC
2021 - 2022 (1 year)
JPMorgan Chase Bank, N.A.
2021 - 2022 (1 year)
Wells Fargo Bank, N.A.
2018 - 2021 (3 years)
Bank of America Corp
2016 - 2018 (2 years)
Los Angeles Pierce College
2015 - 2019 (4 years)
Jons Market Place
2014 - 2016 (2 years)
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