Elizabeth Wilson has been an investment adviser representative at Horizon Wealth Advisors since May 2015, and is not listed among the firm’s executive officers or direct owners.
Horizon Wealth Advisors, LLC is a firm with $235M under management, 582 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Elizabeth Wilson is an Investment Advisor Representative of Horizon Wealth Advisors. She began her career in 1976 with Putnam Management Company in Boston, moved to Sarasota in 1982 and worked for Northern Trust as an Investment Advisor and Florida Sales Manager for more than 20 years. She has also served as an Investment Advisor at Merrill Lynch, Comerica Bank, Rudd International and most recently Horizon Wealth Advisors.
Elizabeth Wilson’s longest registration is the current one, 11 years at Horizon Wealth Advisors since 2015. Before joining Horizon Wealth Advisors in 2015, Elizabeth Wilson was registered through Rudd Asset Management and Comerica Securities.
- Horizon Wealth AdvisorsCurrent– present · 11 yearsLakewood Ranch, FL · Adviser representative · Firm CRD 148338
- Rudd Asset Management– · 1 yearSarasota, FL · Adviser representative · Firm CRD 162821
- Comerica Securities– · 4 yearsSarasota, FL · Adviser representative · Firm CRD 17079
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsSarasota, FL · Adviser representative · Firm CRD 7691
- Northern Trust Securities, Inc– · 4 yearsSarasota, FL · Adviser representative · Firm CRD 7927
Professional designations
Listed by Horizon Wealth Advisors
- Certified Financial Planner™
Investment adviser representative registrations
Elizabeth Wilson is registered as an investment adviser representative in Florida, since May 2015.
- FloridaSince 4 May 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 2006 |
| Series 24 | General Securities Principal Examination | 19 July 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 March 1991 |
| Series 7 | General Securities Representative Examination | 18 October 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Elizabeth Jean Wilson
- CRD
- 1580513
- Firm
- Horizon Wealth Advisors · CRD 148338
- Office
- Lakewood Ranch, FL
- Registration
- Investment adviser registration
- In the industry since
- December 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- horizonwealthadvisors.com
Where does Elizabeth Wilson work?
Elizabeth Wilson is an investment adviser representative registered through Horizon Wealth Advisors, LLC since May 2015, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Wilson a financial advisor?
Yes. Elizabeth Wilson has a current investment-adviser registration in Florida, through Horizon Wealth Advisors since May 2015.
How many years of experience does Elizabeth Wilson have?
Elizabeth Wilson has 24 years in the financial industry, since December 2001, across 5 adviser firms.
What exams has Elizabeth Wilson passed?
Elizabeth Wilson has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in October 1986.
Where did Elizabeth Wilson work before Horizon Wealth Advisors?
Before Horizon Wealth Advisors, Elizabeth Wilson was registered through Rudd Asset Management, March 2014 to April 2015; Comerica Securities, June 2009 to December 2013; Merrill Lynch, Pierce, Fenner & Smith Incorporated, August 2006 to April 2009; Northern Trust Securities, Inc, August 2001 to August 2006.
Where is Elizabeth Wilson based?
Elizabeth Wilson’s registered office is in Lakewood Ranch, FL.
Is Elizabeth Wilson registered with FINRA?
No. Elizabeth Wilson has no current broker registration.
Is Elizabeth Wilson a CFP?
Horizon Wealth Advisors lists Elizabeth Wilson with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
Source: Elizabeth Wilson biography, horizonwealthadvisors.com
How can I verify Elizabeth Wilson’s record?
Search CRD 1580513 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Wilson’s full registration record.