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Liza Reichle

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  2. Liza Reichle

Liza Reichle

Liza Reichle

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Liza Reichle

Operations Team Leader

liza@texaslegacywealth.com

As Operations Team Leader, Liza is a critical component of Texas Legacy Wealth Management providing unparalleled 360 customer service for clients and advisors. Her responsibilities include overseeing account maintenance, transactions, transfers, client services and new advisor onboarding. In addition to day-to-day duties, she specializes in making life easier for our clients.

Liza holds a Bachelor’s in Business Administration with an emphasis in Finance, and interned at TLWM in 2005 prior to advancing her career as an Accountant for UTSA’s Housing department. She rejoined the Texas Legacy Wealth Management team in 2010 and is a valuable asset to the company.

Liza is bilingual and enjoys spending her time volunteering at the food bank, reading and chasing after her four wonderful boys.

Our Team

Investment Team

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Elissa Lococo

James Flores

Wealth Advisors

Enzo T. Pellegrino, CFP®

Simon Thompson, CFA

Preston Vaught

Justin Bellows

Financial Planning Team

Enzo T. Pellegrino, CFP®

James Flores

Robert S. Bowerman, CFP®

Service 360 Team

Liza Reichle

Erika Ocaña

Victoria Hernandez

TLWM CONTACT

  
Phone: 210 541 8600
Email: info@texaslegacywealth.com  
40 N.E. Loop 410, Ste. 644
San Antonio, TX 78216

Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Texas Legacy Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OK, TX, UT, VA, WA​, WV​.

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