Lisa Kain brings over 23 years of industry experience with her to 1792 Wealth Advisors. Throughout her career she has provided the highest level of service to corporate executives, high net worth families and businesses. In her role as Transition Director, she oversees all aspects of advisor and client on-boarding. She strives to make the experience a smooth and seamless process. She prides herself on her high professional standards. She acts as a liaison between the firm, the advisors, and the clients.
Lisa has a passion for philanthropy and spends time volunteering with Habitat for Humanity, NJ Foodbank, and Morgan Stanley Children’s Hospital to name a few. She enjoys traveling, hiking, tennis, golf, and spending time with friends and family. Lisa currently holds Series 7, 31, and 66 securities licenses.
Raymond James is not affiliated with the organizations listed.