Lisa is the newest member of the Brinckerhoff Financial Group of Raymond James. She comes to us from within the Raymond James family where she was a Client Service Associate for 6 ½ years here in our Orlando branch. After taking a short time off to spend with her daughter, Lisa has returned to Raymond James and joined our team as our Practice Coordinator.
Among her many responsibilities, Lisa’s primary role will include executing our onboarding process of new clients, running behind-the-scene logistics, and assisting our team with many other client service needs. Most importantly, she will be in charge of scheduling and helping us prepare for client reviews.
Originally from Marco Island, Florida, Lisa now lives in Orlando with her husband, Louis, and their daughter. In her free time, Lisa enjoys gardening, travel, and spending time with her family.