Liz Leon
Palm Beach Gardens,FL
Summary
WM Banking Specialist with 20 years of financial experience serving HNW clients through various offerings.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Wealth Management Banking Specialist
Merrill Wealth Management
10.2020 - Current
- Develop and maintain trusting relationships with Financial Advisors and their teams by implementing 20 years of financial industry experience.
- Serve as the primary point of contact for teams and their clients. Consistent delivery of exceptional, high level client service.
- Present tailored financial solutions best suited for each client and assist in protecting their assets.
- Support markets with complex concerns and provide resolution.
- Participate in weekly, biweekly team meetings to strategize on market goals - present WM banking updates on OMT biweekly calls.
- Mentor new hires and coach peers on executing financial plan and drive results.
- Part of the 2025 Leadership Key Council - advocating for fellow peers.
Senior Branch Manager
Wells Fargo, NA
07.2016 - 10.2020
- Enhanced branch production by handling staff conflicts, evaluations, hiring, termination processes and coaching employees on company expectations.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set by coaching to the behaviors.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Aligned with Financial Advisor, implemented strategies to grow the affluent space in the Branch by segmenting HNW clients to the FA.
- Responsible for business growth in areas including Business Banking, Treasury Management, Mortgages, Operations and Investment Referrals.
Education
No Degree -
Strayer University
Newport News05-2004
Affiliations
- 2025 Leadership Key Council
Certification
Chartered Retirement Planning Counselor
Timeline
Wealth Management Banking Specialist
Merrill Wealth Management
10.2020 - Current
Senior Branch Manager
Wells Fargo, NA
07.2016 - 10.2020
No Degree -
Strayer University
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