CoverProfile

Elizabeth Wilson

Investment Advisor Representative

Horizon Wealth Advisors

United States, Florida, Sarasota

About Me

Elizabeth Wilson began her career in 1976 with Putnam Management Company in Boston, MA. She moved to Sarasota, FL, in 1982 and worked for Northern Trust as an lnvestment Advisor and Florida Sales Manager for more than 20 years. She has served as an Investment Advisor at Merrill Lynch, Comerica Bank, Rudd lnternational and most recently Horizon Wealth Advisors. Elizabeth has been a Certified Financial Planner™ since 1999, enabling her to identify areas critical to clients’ financial well-being. As a wife, mother, daughter and grand-mother, she is well-suited in helping women, in particular, meet their financial goals. Elizabeth lives with her husband, Mark, and dog, Sue, in Sarasota. She e

View more

Profile Information

Investment Advisor Representative

Horizon Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Sarasota

Florida

United States

Oct 11, 2025

More profiles to browse

DP
Dwight Pendola
Investment Advisor Representative, Portfolio Manager
JS
Jeremy Smith
Investment Advisor Representative, Portfolio Manager
ND
Nicholas Drizos
President, Portfolio Manager
BB
Brian Babcock
Investment Advisor Representative

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc