Lisa L. Klima

Lisa provides clients with dedicated and focused client service, financial modeling and comprehensive planning support. With over three decades of financial industry experience, her areas of focus include education planning,

such as 529 college savings plans, and risk management strategies, such as life insurance and long- term care insurance. Lisa holds Series 7 and 63 securities licenses and is licensed in life insurance.

Lisa’s roles also include implementing our goal planning process for retirement and working with our clients’ CPAs and legal advisors. She also helps to familiarize clients with financial services technology, such as Raymond James Client Access.

Lisa was recognized by the Raymond James’s Branch Associate Recognition Program, designed to reward associates for reaching educational and industry milestones. She earned a Bachelor of Science degree in finance and 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 Parent Teacher Association and various sports teams. She is also a dedicated volunteer for the Foundation for Ichthyosis & Related Skin Types (FIRST).

The Branch Associate Recognition Program is an internal Raymond James recognition that runs on a calendar year and winners are chosen based on a point system. Associates earn points through core program qualifiers and educational program qualifiers. Core program qualifiers, such as industry licenses, designations, academics, and tenure, are awarded as earned and will not expire. Educational course qualifiers, consist of topics that focus on practice management, as identified by PCG senior management, and points are awarded as earned and reset each calendar year. The top 600 point earners will be recognized. To be eligible, a minimum year-end appraisal score of valued contributor is needed. Also, associates must be employed prior to July 1 of the calendar year. This may not be representative of any one client’s experience, it is not an endorsement and is not indicative of future performance. No fee was paid in exchange for this award/rating.