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Lisa Klima
Lisa Klima
Senior Registered Sales Associate

With almost two decades of financial industry experience, Lisa provides clients with exceptional service and expert planning support. Lisa’s expertise extends to investment planning for college and risk management strategies such as life and long term care insurance. Lisa has earned Series 7 and 63 licenses and is licensed to sell life insurance.

Lisa earned a Bachelor of Science in finance/international business from Bowling Green State University. She entered the financial services industry in 1994 with J.L. Thomas & Company, a life insurance brokerage. Before joining Raymond James in 2015, Lisa worked for KeyBank and Wells Fargo Advisors as a senior registered sales associate. At Wells Fargo, she received the Distinguished Service Professional award in its first year, 2011, and each year through 2014.

Lisa lives in Westlake with her husband, Mark, and has three children. She is actively involved with her children’s schools, serving on the Bassett Elementary PTA board, and as a PTA committee member for both Westlake High School PTA and Lee Burneson Middle School PTA. She is also a volunteer for the Foundation for Ichthyosis & Related Skin Types (FIRST).