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Elizabeth (Liz) Leon

Elizabeth (Liz) Leon

Manager, Client Service

Liz joined the IDA team in October 2019. Liz is a client services associate at our Fort Worth, Texas office and assists our advisers with providing the best client care and experience.

Liz previously worked for TD Ameritrade Institutional specializing in account transfers and has a long career in client service.

Liz graduated from Del Mar College in Corpus Christi with a degree in Bilingual Education, Early Childhood, with a minor in Communications.

In Liz’s spare time, she spends time with family, her two children Edward and Mariah and her Great Dane, Krypto.