About Us

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Andrew Schmitt
Vice President, Investments
Direct: 513-786-7843

A financial planning, retirement income specialist and investment professional since 1992, Andrew Schmitt joined Raymond James & Associates as a Vice President of Investments in 2007 after 15 years at a national wirehouse firm.

Andrew is a former member of the Xavier University Finance Department's board of executive advisors and former board member of the Xavier University Student Investment Fund.  He also served as a board member for Right to Life of Greater Cincinnati.  Andrew is also a periodic underwriter for Sacred Heart Radio, Greater Cincinnati's Catholic radio station.

He has served on the Board of the Financial Planning Association of Greater Cincinnati, and holds a Bachelor of Science in business administration with a major in finance from the University of Dayton.

Andrew, his wife and five children live in Cincinnati.

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Lisa Mullen
Registered Service Associate
Direct: 513-786-7854

A registered client services associate, Lisa Mullen joined Raymond James in 2006. Earlier, she held similar positions at Legg Mason Wood Walker and Smith Barney. She holds both Series 7 and Series 63 licenses.

Lisa, a member of the Cincinnati Arthritis Volunteer Walk committee, lives in Mason, Ohio, with her husband and son.

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 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 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. Please note that fees and charges will reduce an investor’s return.

Financial Advisor Services
Financial Advisor Image
Andrew Schmitt Vice President, Investments
4755 Lake Forest Dr
Suite 200
CincinnatiOH 45242
Phone: 513-762-5150
Fax: 513-762-5057
Toll-Free: 866-266-3302
Direct: 513-786-7843
Contact Us

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.

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