Lisa Klima,

Lisa provides clients with exceptional service and comprehensive planning support. With over two decades of financial industry experience; Lisa’s expertise extends to investment planning for college and risk management strategies such as life and long term care insurance. Lisa has earned the Series 7 and 63 licenses, and is licensed to sell life insurance. Lisa’s roles include college funding strategies, working with our clients’ CPAs and legal advisors, and implementing our Goal Planning process for retirement planning. She helps to familiarize clients with financial services technology, such as Raymond James Client Access. Lisa has ranked among the top associates in Raymond James’s Branch Associate Recognition Program which is designed to reward associates for reach educational and industry milestones. Lisa earned a Bachelor of Science in finance/international business from Bowling Green State University. Lisa lives in Westlake, Ohio with her husband, Mark and their three children. She is involved with her children’s schools, serving on the PTA. Lisa is a dedicated volunteer for the Foundation for Ichthyosis & Related Skin Types (FIRST).