Lacey E. Buteyn, Cfp®, Cima®
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Lacey E. Buteyn, Cfp®, Cima® Email & Phone Number

Managing Director, Private Wealth Manager, Investment Banking & Institutional Sales, Capital Markets Origination, Certified Financial Services Coach, Yoga Instructor, Health & Wellness Coach at Kingswood U.S.
Location: Dallas-Fort Worth Metroplex, United States 10 work roles 7 schools
1 work email found @lpl.com 3 phones found area 214, 972, and 469 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email l****@lpl.com
Direct phone (214) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Kingswood U.S.
Role
Managing Director, Private Wealth Manager, Investment Banking & Institutional Sales, Capital Markets Origination, Certified Financial Services Coach, Yoga Instructor, Health & Wellness Coach
Location
Dallas-Fort Worth Metroplex, United States
Company size
4 employees

Who is Lacey E. Buteyn, Cfp®, Cima®? Overview

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Lacey E. Buteyn, Cfp®, Cima® is listed as Managing Director, Private Wealth Manager, Investment Banking & Institutional Sales, Capital Markets Origination, Certified Financial Services Coach, Yoga Instructor, Health & Wellness Coach at Kingswood U.S., a with 4 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 214, 972, 469, and a matched LinkedIn profile for Lacey E. Buteyn, Cfp®, Cima®.

Lacey E. Buteyn, Cfp®, Cima® previously worked as Private Wealth Management and Investment Banking at Kingswood U.S. and Managing Director at Elevate Wealth Management, Llc. Lacey E. Buteyn, Cfp®, Cima® holds Bachelor Of Arts, Bachelor Of Science, Certification In Business Foundations, Business, Corporate Communication, Spanish from The University Of Texas At Austin.

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Email format at Kingswood U.S.

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*@lpl.com
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Profile bio

About Lacey E. Buteyn, Cfp®, Cima®

As a Managing Director at Elevate Wealth Management, LLC, I have over 24 years of experience in providing holistic health and wealth solutions to affluent clients. Certified financial planner, certified investment manager analyst, investment manager and financial services coach, as well as a yoga instructor and wellness advocate. I cherish the opportunity to develop meaningful relationships with each client and tailor my professional advice to their specific needs and goals.My team and I specialize in managing diversified investment portfolios, financial planning, retirement planning, charitable gifting, estate and tax planning, and wealth education. We work closely with other trusted advisors and professional advocates to maximize and protect our clients' wealth, while minimizing unnecessary taxes. We also partner with sophisticated medical professionals to offer diagnostic testing, comprehensive analysis, vitamins, supplements, peptides, anti-aging, and regenerative medicine. My passion is client care and I enjoy guiding my clients on their unique journey as a trusted advisor and coach.

Listed skills include Retirement Planning, Investment Management, Financial Planners, Private Banking, and 46 others.

Current workplace

Lacey E. Buteyn, Cfp®, Cima®'s current company

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Kingswood U.S.
Kingswood U.S.
Managing Director, Private Wealth Manager, Investment Banking & Institutional Sales, Capital Markets Origination, Certified Financial Services Coach, Yoga Instructor, Health & Wellness Coach
san diego, california, united states
Website
kingswoodus.com
Employees
4
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10 roles · 26 years

Lacey E. Buteyn, Cfp®, Cima® work experience

A career timeline built from the work history available for this profile.

Private Wealth Management And Investment Banking

Current
Kingswood U.S.

New York, New York, United States

Dec 2023 - Present

Managing Director

Current
Elevate Wealth Management, Llc

Dallas, Tx

My passion is client care and the support services and broad spectrum of investment products and independence that my firm offers is exactly what my clients need.For a list of states in which I am/we are registered to do business, please visit www.elevatewm.com .

Mar 2011 - Present

Member

Current
Junior League Of Collin County (Jlcc)

Plano, Texas

As a member of the JLP, Lacey served on the Finance Council and internal committees to assist with the investment management and allocation of the League's Endowment and Project accounts.

2001 - Present ~25 yrs 6 mos

Yoga Instructor E-Ryt500

Current
Aspen Shakti

Aspen, Colorado, United States

Dedicated to helping all beings everywhere increase Shakti in every aspect of their lives. The creative energy of the universe, anything that has Shakti is alive, luminous & desirable. Shakti is the essence of vibrant health, feeling good in your own skin, and feeling that your life has meaning, value and joy. I am proud to be a certified teacher of The Body Practice, a system of classes created by Jayne Gottlieb that follows the Hero's Journey and weaves together an expansive and transformational experience for the mind, body and spirit.

Jun 2020 - Present

Certified Health And Wellness Coach - Yoga

Current
Equinox

Plano, Texas, United States

Sep 2019 - Present

Yoga Instructor - E-Ryt500

Current
Gaia Flow Yoga L.L.C.

Plano, Texas, United States

Jun 2019 - Present

Wealth Advisor & Practice Director

Level Four Financial

Dallas, Texas, United States

Sep 2014 - Nov 2023

Assistant Vice President

Merrill Lynch

During her eleven years at Merrill Lynch, Lacey brought an unprecedented energy and fresh perspective to a flagship firm in the Financial Services Industry; delivering Wall Street to Main Street.

Dec 2000 - Mar 2011

Wealth Management Advisor, Cfp®, Cima®

Merrill Lynch

As a Wealth Management Advisor, I worked as a trusted partner with my clients dicussing intimate life details that impact their personal & professional wants & needs. I helped guide these clients through all aspects of financial planning, investment management, private banking, credit & lending, and various life events.

Dec 2000 - Mar 2011
Team & coworkers

Colleagues at Kingswood U.S.

Other employees you can reach at kingswoodus.com. View company contacts for 4 employees →

JK Jacob Kafrissen Jacob Kafrissen Colleague at Kingswood U.S.Miami, Florida, United States View → LC Lisa Ciervo Lisa Ciervo Colleague at Kingswood U.S.Boca Raton, Florida, United States View → AW Ashley Webb Ashley Webb Colleague at Kingswood U.S.Mcdonough, Georgia, United States View → YY Yang Yue Yang Yue Colleague at Kingswood U.S.New York City Metropolitan Area, United States View → JS Joseph Santoro, Jr. Lutcf Joseph Santoro, Jr. Lutcf Colleague at Kingswood U.S.Venice, Florida, United States View → ZK Zhuang Kang Zhuang Kang Colleague at Kingswood U.S.North Haven, Connecticut, United States View → JP Jacob Pulver Jacob Pulver Colleague at Kingswood U.S.American Fork, Utah, United States View → TS Tinahia Sadler Tinahia Sadler Colleague at Kingswood U.S.Atlanta Metropolitan Area, United States View → CC Cindy Cadet Cindy Cadet Colleague at Kingswood U.S.United States View → AK Adaya Kavanaght Adaya Kavanaght Colleague at Kingswood U.S.Stockbridge, Georgia, United States View →
7 education records

Lacey E. Buteyn, Cfp®, Cima® education

Bachelor Of Arts, Bachelor Of Science, Certification In Business Foundations, Business, Corporate Communication, Spanish

The University Of Texas At Austin

Activities and Societies: Kappa Alpha ThetaBachelor of Arts in Spanish Bachelor of Science in Corporate Communications Certification.

Cima®, Investment Management Consultant

The Wharton School

Certified Investment Manager Analyst (CIMA®)

Education record

Plano Senior High School

Activities and Societies: Cheerleading • Student Council • National Honor Society

Bachelor Of Science - Bs, Bachelor Of Arts - Ba, Business/Corporate Communications, Spanish, Business Foundations

The University Of Texas At Austin

Activities and Societies: Kappa Alpha Theta, Intramural Athletics, International Studies Abroad

Eryt-500, Yoga Teacher Training/Yoga Therapy

Yoga Alliance
FAQ

Frequently asked questions about Lacey E. Buteyn, Cfp®, Cima®

Quick answers generated from the profile data available on this page.

What company does Lacey E. Buteyn, Cfp®, Cima® work for?

Lacey E. Buteyn, Cfp®, Cima® works for Kingswood U.S..

What is Lacey E. Buteyn, Cfp®, Cima®'s role at Kingswood U.S.?

Lacey E. Buteyn, Cfp®, Cima® is listed as Managing Director, Private Wealth Manager, Investment Banking & Institutional Sales, Capital Markets Origination, Certified Financial Services Coach, Yoga Instructor, Health & Wellness Coach at Kingswood U.S..

What is Lacey E. Buteyn, Cfp®, Cima®'s email address?

AeroLeads has found 1 work email signal at @lpl.com for Lacey E. Buteyn, Cfp®, Cima® at Kingswood U.S..

What is Lacey E. Buteyn, Cfp®, Cima®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 214, 972, 469 for Lacey E. Buteyn, Cfp®, Cima® at Kingswood U.S..

Where is Lacey E. Buteyn, Cfp®, Cima® based?

Lacey E. Buteyn, Cfp®, Cima® is based in Dallas-Fort Worth Metroplex, United States while working with Kingswood U.S..

What companies has Lacey E. Buteyn, Cfp®, Cima® worked for?

Lacey E. Buteyn, Cfp®, Cima® has worked for Kingswood U.S., Elevate Wealth Management, Llc, Junior League Of Collin County (Jlcc), Lifetime Health & Fitness Center, and Aspen Shakti.

Who are Lacey E. Buteyn, Cfp®, Cima®'s colleagues at Kingswood U.S.?

Lacey E. Buteyn, Cfp®, Cima®'s colleagues at Kingswood U.S. include Jacob Kafrissen, Lisa Ciervo, Ashley Webb, Yang Yue, and Joseph Santoro, Jr. Lutcf.

How can I contact Lacey E. Buteyn, Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Lacey E. Buteyn, Cfp®, Cima® at Kingswood U.S., including work email, phone, and LinkedIn data when available.

What schools did Lacey E. Buteyn, Cfp®, Cima® attend?

Lacey E. Buteyn, Cfp®, Cima® holds Bachelor Of Arts, Bachelor Of Science, Certification In Business Foundations, Business, Corporate Communication, Spanish from The University Of Texas At Austin.

What skills is Lacey E. Buteyn, Cfp®, Cima® known for?

Lacey E. Buteyn, Cfp®, Cima® is listed with skills including Retirement Planning, Investment Management, Financial Planners, Private Banking, Wealth, Financial Services, Finance, and Investment Advisory.

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