About Us
Lisa L Stella
CERTIFIED FINANCIAL PLANNER™
Vice President, Investments
Certified Investment Management Consultant
Previous positions held:
Lisa is the principal of Stella Wealth Management. She began her career
with Merrill Lynch in 1986. She is a Vice President of Investments
and has also earned the CERTIFIED FINANCIAL PLANNER(tm) certification.
Education:
Lisa earned her degree in Communication Studies from the University of
Michigan.
Community Groups:
Lisa is active in community service. She served as council member at
St. Hugo of the Hills church in Bloomfield Hills, MI and as an advisor to
the Legacy Endowment Campaign for the church and school.
Previous positions held:
Lisa began her career with Raymond James & Associates in 2006 at the
corporate office in Southfield, MI where she worked in the New Accounts
department. In 2008 Lisa moved to her current position in Auburn Hills, MI.
She is responsible for providing support and service to all clients of
Stella Wealth Management.
Education:
Oakland Community College, BA Criminal Justice
Community Groups:
Lisa resides in Waterford, MI with her husband David and
their daughter Addison and son Ethan.
About Raymond JamesRaymond 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.
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. Please note that fees and charges will reduce an investor’s return. |
|
|
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2011 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC Privacy Agreement
|
691 N. Squirrel Road
Suite 222
Auburn Hills, MI 48326
Phone: 248-373-5780
Fax: 248-373-7552
Toll-Free: 800-525-2731
Contact Us
|
|