Professional Experience
After graduating from the University of Arizona, Liss moved to San Antonio, Texas, and worked at Broadway Bank for seven years as an AVP Private Banker, assisting various private bank and wealth management customers with their financial needs and investments. She assisted with short-term and long-term investments, daily transactions, and wealth management programs in which they were involved.
Liss is excited to work with the ML&R Wealth Management team and clients to ensure the best customer service is provided at every level. She enjoys the personal touch and each interaction with both clients and her team members alike.
Industry Focus
- High-Net-Worth Individuals
- Business Services
- Professional Services
- Wealth Management
- Private Bank
Education
- The University of Arizona - Bachelor’s in Social and Behavioral Science, Minor in Business Administration
Community
Current
- Meals on Wheels, Volunteer
- New Braunfels Jaycees and the Big Dog Rescue Project, Volunteer
Affiliations
- Nationwide Multistate Licensing System & Registry Certification
