Wendy Liebowitz

Wendy Liebowitz, CFP®, MBA, currently serves as the Executive Director - Market Director of Wealth at a publicly traded company, leading a team of financial advisors in Fort Lauderdale and North Broward County, FL. Wendy is also a Board Member for Junior Achievement of South Florida, focusing on empowering young people with financial literacy and workforce readiness. Additionally, as an Advisory Board Member for Winterfest, Inc., Wendy contributes to organizing the Seminole Hard Rock Winterfest Boat Parade, a significant community event. Prior to these roles, Wendy spent 24 years at Fidelity Investments, advancing from a college intern to Vice President, Branch Leader, where significant growth and relationship-building were achieved. Wendy holds an MBA from the University of Florida and a Bachelor of Science degree in Finance and Japanese from Babson College, complemented by studies at Waseda University.

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Boca Raton, United States

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