Lisa came to Raymond James in 2019 with more than 39 years’ financial services experience, working for Wells Fargo Advisors and its predecessors in various administrative and leadership capacities in Eastern North Carolina. She helped open the first office in Greenville for Wheat First Securities. Later she moved to New Bern to support the needs of clients and financial advisors in that market. In 2007 she returned to Greenville and has assisted clients and financial advisors throughout Eastern North Carolina.

She joined The Hoyt Family Wealth Management team in June 2017 and manages a variety of administrative and client needs efficiently and professionally. She is available to help clients with their trading requests, as well as supporting the office with daily managerial duties. She holds the 7, 9, 10, 31, and 66 securities registrations.

With Lisa’s extensive industry experience, she strives to offer superior customer service to our clients, handling all of their account and administrative needs. Her dedication to excellence plays a key role in helping the office run smoothly and helping to ensure each client feels comfortable and confident with their financial care and planning.

When Lisa is not in the office, she enjoys spending time outside on her farm or at her river home with her husband, Jed, and her 3 dogs. Her many hobbies include fishing, skeet shooting, flower gardening and bird watching. Originally from Greenville, Lisa has lived in the area her entire life.