We manage wealth

in a rational way, but get emotional about seeing what it can do

Lisa J. Walsh

Senior Vice President, Investments, Branch Manager

716.768.5485

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As a financial planning professional, Lisa is focused on providing comprehensive wealth management for successful women and affluent families. Her steadfast purpose is to serve as an invaluable strategic financial planning partner to her clients as they pursue their individual long-term goals.

Through experience, Lisa knows that the key to a well-designed plan is to develop a comfortable rapport and connection with each client, and to understand their individual objectives, needs, concerns and financial situation. It's a task she accomplishes not just by asking questions, but knowing the right questions to ask.

Lisa also works closely with the professionals at Raymond James Consulting Services to provide customized investment strategies and objective advice to institutional clients such as nonprofits, foundations, endowments, family offices and corporations.

Before joining Raymond James in 2014, Lisa served as a vice president with Morgan Stanley Wealth Management, where she worked for 20 years. Earlier in her career, she was a sales representative with ADP Payroll and a claims representative with CIGNA Insurance. She earned a bachelor's degree in economics from the University of Rochester.

Active in community organizations, Lisa has served Nardin Academy in various capacities, including board member, committee member, treasurer and chair of the investment committee, and – soon to be – vice chair of the Nardin Board.

She has served as a two-term board member and secretary of the WNY Women's Foundation, and a three-time chair of the "What She's Made Of" signature event. In addition, she has served on the board of the Kenmore Mercy Hospital Foundation as a Hospice Signature Society member and as a Roswell Park All-Star Night committee member.

Originally from Kenmore, Lisa lives in Buffalo with her family. She is married to her business partner, Peter, and they have two children, Katie and PJ. In her free time, Lisa enjoys golf, cooking and working out.

Raymond James is not affiliated with any of the organizations listed above.

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