Lacey Buteyn Email & Phone Number
Private Wealth Management and Investment Banking @ Kingswood U.S.
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Lacey Buteyn Location
- Texas, United States
Lacey Buteyn Work
- Private Wealth Management and Investment Banking @ (December 2023 - Present)
- Managing Director @ Elevate Wealth Management, LLC (March 2011 - Present)
- Member @ (January 2001 - Present)
- Yoga Instructor E-RYT500 @ Aspen Shakti (June 2020 - Present)
- Yoga Instructor - E-RYT500 @ (June 2019 - Present)
- Certified Health and Wellness Coach - Yoga @ (November 2020 - Present)
- Certified Health and Wellness Coach - Yoga @ (September 2019 - September 2025)
- Certified Health and Wellness Coach - Yoga @ (November 2020 - April 2025)
- Wealth Advisor and Practice Director @ (September 2014 - November 2023)
- Assistant Vice President @ (December 2000 - March 2011)
- Wealth Management Advisor, CFP®, CIMA® @ (December 2000 - March 2011)
Lacey Buteyn Education
- Yoga Alliance
ERYT-500 (Yoga Teacher Training/Yoga Therapy)
2018-2019 - The Wharton School
CIMA® (Investment Management Consultant)
2007-2008 - Southern Methodist University
CFP® (Financial Planning)
2005-2006 - Southern Methodist University
Certified Financial Planning Designation (Financial Planning and Services)
2003-2004 - The University of Texas at Austin
Bachelor of Arts (Bachelor of Science, Certification in Business Foundations, Business, Corporate Communication, Spanish)
1996-2000 - The University of Texas at Austin
Bachelor of Science - BS (Bachelor of Arts - BA, Business/Corporate Communications, Spanish, Business Foundations)
1996-2000 - Plano Senior High School 1994-1996
- The Wharton School
Certified Investment Manager Analyst
Lacey Buteyn Skills
- Investment Banking
- Trading
- Retirement Planning
- Investment Management
- Financial Planners
- Private Banking
- Wealth
- Financial Services
- Finance
- Investment Advisory
- Wealth Management
- Series 7
- 401k
- Financial Advisory
- Mutual Funds
- Strategic Financial Planning
- Alternative Investments
- Investments
- Asset Management
- Portfolio Management
- Wealth Management Services
- Retirement
- Series 63
- Estate Planning
- Investment Strategies
- IRAs
- Asset Allocation
- High Net Worth Individuals
- Series 65
- ETFs
- Fixed Annuities
- Equities
- Securities
- Personal Financial Planning
- Bonds
- Separately Managed Accounts
- Pensions
- Loans
- Certified Financial Planner
- Fixed Income
- Credit
- Life Insurance
- Retirement Plan Consulting
- Long Term Care Insurance
- Variable Annuities
- Long-term Care
- Stocks
- Financial Markets
- Investment Advisory Services
- FINRA
- 401k Rollovers
- Hedge Funds
- Research
- Strategy
- Long Term Care
- Energy
- Services
Lacey Buteyn Summary
- Lacey Buteyn, based in Texas, United States, is currently a Private Wealth Management and Investment Banking at Kingswood U.S.. Lacey Buteyn brings experience from previous roles at Elevate Wealth Management, LLC, Junior League of Collin County (JLCC), Aspen Shakti and Gaia Flow Yoga L.L.C.. Lacey Buteyn holds a 2018 - 2019 ERYT-500 in Yoga Teacher Training/Yoga Therapy @ Yoga Alliance. With a robust skill set that includes Investment Banking, Trading, Retirement Planning, Investment Management, Financial Planners and more. Lacey Buteyn has 3 emails and 2 mobile phone numbers on RocketReach.
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