Wendy Liebowitz, Cfp®, Mba Email & Phone Number

Fort Lauderdale, Florida, United States

I lead a team of financial advisors across Ft. Lauderdale and North Broward County, FL. We help clients articulate their future goals, understand their financial and personal situation, and through a planning process will implement strategies based on client needs and preferences to address goals now and for legacy purposes.

I am proud to share that I have joined the board of directors for Junior Achievement of South Florida! Our mission is to empower young people to own their economic success by providing financial literacy programs. Our top priority is workforce readiness to prepare and produce internship and job opportunities. Please let me know if you would be interested in providing your time, talents or financial resources (internships, jobs, dollars or in-kind services) to support this mission. www.jasouthflorida.orgInfo@JAsouthflorida.org954-979-7100

Fort Lauderdale, Florida, United States

“The Seminole Hard Rock Winterfest Boat Parade is the “Best Show on H2O” and the traditional kickoff to the South Florida Holiday Season. Bringing together our community and visitors from around the world, this one-of-a-kind parade of beautifully decorated boats of all sizes is a can’t miss extravaganza. With over a million viewers along the 12 mile parade route and an economic impact to Broward County of over $50 million, the parade where the floats really float is a Fort Lauderdale institution.” Additional events include Family Fun Day and the Black Tie Ball. Please let me know if you are interested in supporting with your time, talent or treasure. www.WinterfestParade.com

Fort Lauderdale, Florida, United States

15 years experience in building strong relationshipsLed, managed and coached the Broward County wealth management office of financial advisory teams. Started with 11 employees and grew to a 29 person headcount. We implemented solutions and financial plans to support client financial independence and reduce anxiety around finances and legacy planning. Our collaboration with colleagues and clients provided peace of mind for clients to feel comfortable and confident in what they own and why they own it in the categories of emergency, protection and growth. Plans were to be validated or modified with clients during annual reviews, times of market volatility and at the occurrence of a life eventRepresented the firm in the community with involvement with the Winterfest Boat Parade, Royal Dames of Cancer Research, Glam-A-THON™ breast cancer charity and The Opera SocietyContributed in coaching and development of associates in local branch territory, Central South branch territory and in the development and execution of multiple national training programsRepresented the firm in local, regional and national presentations re: networking, coaching, recruiting and leading teams, including being on loan for 4 months at the corporate headquartersTrained media spokesperson and have been quoted in over two dozen written publications and in video news programsAttention to detail and organizational skills are exceptional, which leads to clean internal audits, scribe for leadership meeting notes and being a resource to peers for informationTalented in spotting diverse talent. Recruiting skills are excellent to look for a passion in the industry, a strong work ethic, a strong sense of competition to be at the top of your game, teamwork with a positive attitude and strong EQ skills to compliment strong IQ skillsStrong execution to hold people accountable to performance and behaviors and expect them to be process oriented to drive scale and efficiency and be adaptable

Atlanta, Georgia, United States

Supported two branches while developing the skills to lead, manage, coach and recruit.

Various Investor Centers

Breadth of Fidelity Investments experience since 1999 includes college intern, customer service & financial advisor roles.

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Finance And Japanese

Study Abroad Semester