Lacey Buteyn's Location
Texas, United States
Lacey Buteyn's Work
- Private Wealth Management and Investment Banking @ Kingswood U.S.
- Managing Director @ Elevate Wealth Management, LLC
- Member @ Junior League of Collin County (JLCC)
- Certified Health and Wellness Coach - Yoga @ Lifetime Health & Fitness Center
- Yoga Instructor E-RYT500 @ Aspen Shakti
- Certified Health and Wellness Coach - Yoga @ Equinox
- Yoga Instructor - E-RYT500 @ Gaia Flow Yoga L.L.C.
- Wealth Advisor and Practice Director @ Level Four Financial
- Assistant Vice President @ Merrill Lynch
- Wealth Management Advisor, CFP®, CIMA® @ Merrill Lynch
Lacey Buteyn's Education
- The University of Texas at Austin
Bachelor of Arts, Bachelor of Science, Certification in Business Foundations (Business, Corporate Communication, Spanish)
1996 - 2000 - Southern Methodist University
CFP® (Financial Planning)
2005 - 2006 - The Wharton School
CIMA® (Investment Management Consultant)
2007 - 2008
- Plano Senior High School1994 - 1996
- The University of Texas at Austin
Bachelor of Science - BS, Bachelor of Arts - BA (Business/Corporate Communications, Spanish, Business Foundations)
1996 - 2000 - Southern Methodist University
Certified Financial Planning Designation (Financial Planning and Services)
2003 - 2004 - Yoga Alliance
ERYT-500 (Yoga Teacher Training/Yoga Therapy)
2018 - 2019
Lacey Buteyn's Skills
- Retirement Planning
- Investment Management
- Financial Planners
- Private Banking
- Wealth
- Financial Services
- Finance
- Investment Advisory
- Wealth Management
- Series 7
Lacey Buteyn's Summary
Lacey Buteyn, based in Texas, United States, is currently a Private Wealth Management and Investment Banking at Kingswood U.S., bringing experience from previous roles at Elevate Wealth Management, LLC, Junior League of Collin County (JLCC), Lifetime Health & Fitness Center and Aspen Shakti. Lacey Buteyn holds a 1996 - 2000 Bachelor of Arts, Bachelor of Science, Certification in Business Foundations in Business, Corporate Communication, Spanish @ The University of Texas at Austin. With a robust skill set that includes Retirement Planning, Investment Management, Financial Planners, Private Banking, Wealth and more, Lacey Buteyn contributes valuable insights to the industry. Lacey Buteyn has 2 emails on RocketReach.
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