Based in Dallas, Texas and Aspen, Colorado, Lacey Elizabeth Buteyn is a seasoned financial services professional serving as the founder and managing director of Elevate Wealth Management, an independent investment boutique and wealth management firm specializing in Financial Planning and Managing Client Relationships and Investment Assets with high net worth / ultra high net worth clients. Lacey most recently joined Kingswood U.S. as an Independent Advisor & Managing Director of Lacey Elizabeth.co in December of 2023. Lacey is a passionate and inspired yoga instructor and practitioner, on a mission to curate alignment, authenticity and abundance at the intersection of health and wealth.
Lacey Elizabeth brings an unprecedented energy and fresh perspective to the Financial Services industry and she serves both the community and client needs with passion and integrity. Lacey works with an extensive, diverse client base and has managed wealth and coordinated a comprehensive financial future for private clients and families for 25 years and counting. As a CERTIFIED FINANCIAL PLANNER™ professional, Lacey develops meaningful relationships with clients to fully evaluate their financial goals and dreams and develop customized solutions. Lacey enjoys guiding clients on their financial journey, as a trusted advisor.
Lacey started her career at Merrill Lynch Pierce, Fenner & Smith, where she helped bring Wall Street to Main Street, gaining extensive knowledge and expertise from one of the best-in-class firms. After her tenure with a flagship firm and recognizing the ever-changing landscape post-merger between Merrill Lynch and Bank of America, as well as the 2007 / 2008 downturn, Lacey decided to take her wealth management practice to new heights and cultivate a consistency in how she manages client relationships and the firm that she represents.
During this time, Lacey found solitude leaning into yoga in the midst of her divorce. Through regular practice, she found peace and the ability to slow down and live in the present moment on and off the mat; focusing on that which she can control with strength, and letting go of that which she cannot. Inspired to share this experience with others, Lacey completed her E-RYT 500 certification and has now taught over 5000 hours of yoga with various styles ranging from vinyasa flow, power flow, yoga sculpt, ashtanga, slow flow, yin, meditation and more. She is also the Founder of BODYbump Fitness, helping guide women to find their own path to physical fitness pre & post pregnancy and Next Level Coaching, helping professionals take their practice to the next level.
Lacey’s expertise in wealth management and yoga has inspired a vision to Lacey Elizabeth.co combining and redefining health and wealth under one over-arching umbrella and truly representing the unique brand that she is. Through Lacey Elizabeth.co, Lacey creates spaces and processes that nourish the unique journey and individual experience of health and wealth. She is motivated to align her passions to help others understand how they too can improve these aspects of their lives and the synonymous nature of the two. Lacey helps advisors and practitioners cultivate a mindful approach to their Wealth and Health Management practices, aligning passion and purpose and helping people do more of what they enjoy and less of what they don’t.
Lacey graduated from The University of Texas with a Bachelor of Arts in Spanish, Bachelor of Science in Corporate Communications, and a Certification of Business Foundations. Following the coursework, Lacey completed coursework through Southern Methodist University and passed a comprehensive CFP® Certification Exam, which tested her ability to apply financial planning knowledge to real-life situations. She is also a Certified Investment Manager Analyst (CIMA®) from Wharton.