Liza is the President of Barnett Wealth Advisors, which works alongside Coastal Wealth Management in Jacksonville, Florida. She started Barnett Wealth Advisors in 2014. She has been in the securities industry since 1998 and is an Investment Adviser Representative of Headland Capital, LLC. Seeking an opportunity to develop a truly independent practice focused on serving clients’ interests, she began her own practice with a primary focus on investments, financial planning, retirement planning, and risk management. Prior to Barnett Wealth Advisors, she was with MassMutual Financial Group and last served as Co-Managing Partner of the Jacksonville firm. Liza has held numerous leadership positions in the industry, most notably as Chairman of MassMutual’s Sales Manager Advisory Board. She was the first woman to hold this position in the history of MassMutual, which was founded in 1851. In 1998, she began her career in the financial services industry with New York Life, where she made partner in 2001.
EDUCATION & PHILANTHROPY
Liza graduated from the University of Georgia with a bachelor’s degree in interior design. She is currently on the Board of the Jacksonville History Center and most recently served on the Board of Governors of The Florida Yacht Club, serving as President in 2023. Liza also serves on The Women’s Board of Wolfson Children’s Hospital, is a patron and supporter of The Cummer Museum of Art, and is a former board member of the Boys & Girls Club. She is a proud sixth-generation Jacksonville native, and her family has been in the banking and financial industry for over 100 years. Liza and her husband reside in Jacksonville with their three children and four grandchildren. They are avid tennis players who also love to travel and spend time with family.