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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.
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Profile Information

Investment Advisor Representative

Horizon Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Sarasota

Florida

United States

May 16, 2024

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