Liza Barnett is President of Barnett Wealth Advisors who works in conjuction with Coastal Wealth Management in the Jacksonville area. In 1998, she began her career in financial services industry with New York Life, where she was a top producer and Partner by 2001. She later joined MassMutual Financial Group in 2009 and last served as the Co-Managing Partner of the Jacksonville Firm. Liza has hel numerous Leadership positions in the industry. Most notably as Chairman of MassMutual's Sales Manager Advisory Board and she is the first woman to hold this position in the history of MassMutual, founded in 1851.
Seeking an opportunity to develop a truly independent practice to focus solely on the interest of clients above all else, she began her own practice. This drive for client satisfaction prompted her to start Barnett Wealth Advisors in 2014, where their laser focus in on investments, insurance, and planning. Liza holds her Series 7 and 63 registrations through LPL Financial, and 2-15 license.
Liza graduated form the University of Georgia with a BA in Interior Design. She is a proud sixth generation Jacksonville native where her family has been in the Banking and Financial Industry for over 100 years. Liza and her husband, Patrick, reside in Jacksonville with their three children. They are avid tennis players who also love to travel and spending time with family.
Liza serves on the Board of Governors of The Florida Yacht Club, The Women's Board of Wolfson Children's Hospital, a patron and supporter of The Cummer Museum of Art and past Board Member of the Boys and Girls Club.