24 Greenway Plz, Houston, TX 77046, United States of America
Relationship Manager
Lydia Liou is a Client Relationship Manager at Trinity Legacy Partners, LLC, a private wealth advisory firm in Houston.
Founded in November 2011 as a family office, Trinity Legacy Partners managed over $453 million for its clients as of September 30, 2024.
Lydia joined the firm in May 2022 and has been in the financial services industry since 2015. Prior to joining Trinity Legacy Partners, she provided retirement planning support to clients at Valic, a subsidiary of AIG, and supported the development of bank-wide risk mitigation processes at USAA.
She is passionate about helping people formulate and realize their short-term and long-term financial goals.
A native of Austin, Texas, Lydia is a two-time alumna of the University of Houston. She received her MBA from the C.T. Bauer College of Business with a focus on Leadership in 2021, and her BS with Summa Cum Laude honors from the Conrad N. Hilton College of Global Hospitality Leadership in 2017. As an undergraduate, Lydia also was a student in the Honors College.
Lydia resides in Houston.
Trinity Legacy Partners, LLC is a registered investment adviser located in Houston, Texas. Trinity Legacy Partners and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states within which the firm maintains clients.
All information herein has been prepared solely for information purpose, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
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