Lisa A. McClyman is a registered principal and financial advisor of the Raymond James Financial Services branch of The Baraboo National Bank. She is also an assistant vice president of The Baraboo National Bank. She counsels and advises individuals and businesses in financial planning, retirement planning, and education savings.
A graduate of the University of Wisconsin's Whitewater School of Business and Economics with a degree in economics, Lisa has 12 years of experience in the bank and investment industries. She currently holds licenses to sell investment securities, life insurance, and health insurance.
Lisa and her husband, Steve, reside in Wisconsin Dells with their daughters, Molly and Ashley. Lisa is a retired volunteer EMT who served for the Wisconsin Dells Ambulance Service. She is a member of the St. Clare Foundation Giving Committee. Lisa also volunteers her time on other finance committees and charitable events.
Tim isn’t like most financial advisors. In fact, he says he’s not in the financial planning arena to simply sell stocks. Tim chose a financial planning career when he realized his life’s varied experiences could help others reach their financial goals. He uses 30 years of knowledge gained being employed in international leasing and management to creatively help find solutions to meet his client’s investment needs.
Tim takes great pride in caring for his clients' financial well-being. In fact, one of his favorite on-the-job moments is getting approval from a new client to move forward on a financial plan created just for them. To Tim, it means the start of a journey where he provides ideas, advice and support to his client partners.
In addition to graduating with honors from the University of Wisconsin and earning a Master of International Management from Thunderbird Graduate School (Glendale, Arizona), Tim uses his training as a registered Raymond James financial advisor to help families create financial independence.
Jennifer graduated from the University of Wisconsin-Eau Claire. Her background and focus have been on different aspects of customer service and client needs. She previously worked at an independent insurance and investment center in the sales and marketing field prior to joining the Raymond James team.
Jennifer joined the Raymond James team in order to expand her investment knowledge and experience. She currently holds her securities 7 and Wisconsin state license.
Jennifer resides in Portage, Wisconsin, with her husband, Mike, and their four children Kayla, Kaleb, Kyle & Aubrie.
Pete is an advisor who is as interested in your financial well being as much as he is in his own. Why is this, you ask? It stems from his background of being a team-oriented individual and wanting to do what is best for others.
Pete is a successful businessman who has run a manufacturing firm with over 600 employees. This required teamwork and planning for the future. These are the same skills he brings to his client relationships.
His education and background were finance and accounting and that is what motivated him to pursue financial planning after the company he managed was sold in 1999. With over 20 years of management experience, he understands both your personal and business needs and stands ready to serve them.
The key to any successful financial plan is to understand your needs and to creatively find the right solutions for each individual. No two plans are alike and should not be approached the same way. Let Pete bring you his unique perspective on financial planning and the markets so you can be successful together. Pete gets no greater joy than when a plan is developed, implemented and is successful.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
