Liz Moriarty

Meet the Founder.
Experience and Knowledge Matter.

 

Liz Moriarty has over 20 years of industry experience. She is a CERTIFIED FINANCIAL PLANNER™ practitioner. As a CERTIFIED FINANCIAL PLANNER™ practitioner, she adheres to the highest standard of ethics and acts as an investment fiduciary when working with clients. Acting as a fiduciary means being committed to acting in your best interest. She is also a Certified Trust and Fiduciary Advisor and holds the FINRA Series 7, 24, 63 and 65 registrations with LPL Financial as well as life insurance and annuity licenses.

She graduated with a bachelor's degree in finance from the University of Texas at Austin and studied abroad in Salamanca, Spain at one of the oldest universities in Europe before starting in the financial services industry in 1999.

Before going independent in June 2020, she worked as a Wealth Manager at USAA for almost 14 years. She comes from a strong military background, so this was a natural fit. Both of her grandfathers were WWII veterans and father and three brothers honorably served in the U.S. Army. As a Senior Wealth Manager at USAA, she took pride in serving the military and their families. The primary focus was on financial planning and advice for a select group of Wealth Management Members.

Liz has an office in Leander, Texas, which is a suburb of Austin. She worked out of her home for over five years prior to opening her office in 2022 and she is able to work with clients in person or virtually. 

In her spare time, she and her husband enjoy spending time with family and friends, enjoying great food and wine, traveling and serving in and around her local community.

 

LPLOffice Support and Compliance

LPL supports thousands of advisors nationwide by offering the tools, resources, customer service support and compliance to help them provide financial guidance and recommendations to help meet their client's needs. LPL’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. For more information about LPL Financial, visit www.lpl.com.

 

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