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Lydia Liou

Relationship Manager
Email: lydia.liou@trinitylegacy.com
Phone: (713) 999-8053
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Lydia-Liou Relationship Manager

Lydia Liou is a Relationship Manager at Trinity Legacy Partners, LLC, a private wealth advisory firm in Houston.

Founded in November 2011, Trinity Legacy Partners managed over $318 million as of June 30, 2022.

Lydia joined the firm in May 2022 and has been in the financial services industry since 2015. Prior to joining Trinity Legacy Partners, Lydia provided retirement planning solutions 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-terms financial goals.

Lydia is a native of Austin, TX and a two-time alumna of the University of Houston. She received her MBA from the C.T. Bauer College of Business with a focus in 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.

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Meet Our Team

  • Trey Wilkinson President and CEO
    Chief Investment Officer
  • Breck Bell Managing Director
    Wealth Strategist
  • Tony Garcia Director of Portfolio Management
  • John Hunter Director of Wealth Management
  • Silvia Zwick Office Manager
  • Lydia-Liou Relationship Manager
    Lydia Liou Relationship Manager
  • Ali Mills Wealth Manager

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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.

Copyright © 2023 Trinity Legacy Partners, LLC | 24 Greenway Plaza | Suite 546 | Houston, TX 77046 | Phone 713-999-8053 | info@trinitylegacy.com | Disclosure Information and Firm Brochure