I. LIZETTE DIAZ
Financial Advisor
Call: 210-856-5301 | 866-281-7436 Fax: 210-856-5058
Email: Lizette.diaz@wellsfargo.com Compose mail in a new window
Tailored Financial Strategies. Personal Service.
As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products*, and much more.<br/><br/>For more information about how I may be able to help you pursue your financial goals, please contact me. <br/><br/>*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
My Experience
- 2011 - 2014 : Banker, BBVA Compass
- 2015 - 2016 : Investment Sales Asst, BBVA Compass Investment Solutions
- 2016 - 2018 : Financial Advisor, BBVA Compass Investment Solutions
- 2018 - 2021 : Premier Banker, Wells Fargo Bank
- 2021 - Present : Financial Advisor, Wells Fargo Advisors
My Education & Credentials
- Bachelor of Science in Marketing - UT Brownsville
My Community Involvement
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Insurance licensed in the following states: Resident State: TX
I. LIZETTE DIAZ: Financial Advisor: Wells Fargo Clearing Services, LLC
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