Working as a Senior Registered Client Service Associate, Lisa Kalinowski assists Darlene and Lori in providing first class customer service to their clientele. Lisa first began her career in the financial services industry in 1997. Prior to joining Raymond James & Associates in March 2006, Lisa was a Senior Associate in portfolio management for National City’s Private Client Group1. She earned her Bachelors of Business Administration degree, with a major in Finance, from Western Michigan University in 1992. She holds her series 7 and 66 licenses as well as her insurance licenses for health, life, annuity and Long Term Care. In 2016, she completed the Wealth Management Specialist designation.
Lisa lives in Richland with her husband, Jeff, two children, Riley and Connor, and black lab Gracie. She is an active member of Gracespring Bible Church and also volunteers for events that sponsor the Gull Lake Marching Band, of which her children are members. In addition to spending quality time with her husband and children, she enjoys traveling to various Irish music concerts and festivals with her sisters, going for long walks with Gracie, and reading.
1Now PNC Financial