Lisa joined Raymond James at the end of February 2024 and has been in the financial services sector for fifteen years. Our clients are her priority, and she is here to help you in any way she can by delivering a high level of customer service.

Prior to joining Raymond James, Lisa was a manager for a bank in Westport, CT servicing clients and local businesses. Prior to the banking industry, Lisa was with Investmark Advisory Group in Shelton, CT as a Wealth Management Coordinator. Lisa’s genuine concern for others makes her especially qualified to help us implement and monitor our clients’ wealth management needs.

Lisa is a graduate of Mount Ida College in Newton, MA. She has a son and a daughter who are both in finance as well. Outside of work, Lisa enjoys spending time with her family and friends, hiking the trails in South Salem where she resides, and enjoying live music.