Lisa Taylor
Lisa Taylor Client Services Manager

Lisa started her journey with our team in the beginning of 2017 after graduating from the University of North Florida with a Bachelor’s degree in Business Administration focusing in International Business. She is currently a Client Services Manager. Her position allows her to work closely with Mary and Frances, while building relationships with our clients. She assists our team with providing client strategies, managing relationships, and handling projects. She is enthusiastic about learning and growing within the finance industry and is a great fit for our team.

Lisa was born and raised in Pensacola Beach and could never imagine living anywhere without sunshine and sand, hence why she has found herself loving Jacksonville Beach. In her spare time, Lisa can be found traveling across Europe to visit her family or venturing to a new city on her bucket list.


“We make a living by what we get, but we make a life by what we give.”

Winston Churchill