Dustin Lisk,
CIMA®, CRPC®
Vice President, Wealth Management
Dustin is organized, knowledgeable, and personable. He is also straightforward and honest with his clients – attributes you certainly want in a financial advisor. His goal is to meet and exceed his clients’ goals and expectations.
In addition to helping his clients get from point A to point B, he serves as the main point of contact for all things financial and beyond, providing specialized services utilizing resources within our group and our firm. “I relish the family group atmosphere where we can lean on each other for a common goal,” Dustin said.
He communicates with his clients consistently through both good and bad markets. His communication increases in times of volatility and uncertainty, when his logical and rational strategies and guidance are even more in demand. He pays attention to the details during portfolio reviews and wealth planning meetings to ensure that his clients are fully informed and that all bases have been covered.
Dustin takes the lead role in managing our portfolio strategy, implementation, and execution. To help him formulate consistent viewpoints for our group, he maintains our internal and external investment, market, economic and government research. As “the numbers guy,” he also manages the financials of our business.
Dustin began his wealth management career as a college intern with Merrill Lynch in 2003. He then worked as a financial advisor with a local independent group before he transitioned back to Merrill Lynch as assistant vice president in 2011. While at Merrill Lynch, Dustin formed a team with Paige Passerallo and Vic Howie to expand their service offering to clients. In 2019, Dustin and team joined Raymond James.
He earned a Bachelor of Science in Business Administration degree from the University of North Carolina at Charlotte, and a Master of Business Administration degree from the UNC Kenan-Flagler Business School. Dustin earned the professional designation of Certified Investment Management Analyst® from the Yale University School of Management’s Executive Education. He is also a Chartered Retirement Planning CounselorSM.
Dustin lives in Stanfield, North Carolina, with his wife, Courtney, and children, Hank and Lucy. In his free time, he enjoys anything outdoors, particularly golfing, hunting, fishing, and hiking, as well as spending time and playing sports with his family. He is an elected board member and finance chair for the Stanly County Board of Education, former board chair of Live Again Ministries, and a member, past president, and former board chair of the Rotary Club of West Stanly.
Q&A's: A more personal perspective
What are your must-have travel items?
Personal sheets, blanket and pillow if traveling overnight. Tissue paper in my vehicle. I carry ChapStick in my pocket every day.
What is your favorite kind of trip? Why?
Vacations with my extended family – aunts, uncles, cousins. We started this annual gathering in 2007 with a trip to Montana. Each year on the vacation, the attendees draw names to determine who picks and organizes the next trip. We’ve had many fun and memorable vacations. With a large family scattered across multiple states, this one week each year provides quality time for us all to spend together. It’s great to say the least.
How do you spend your time outside of the office?
I’m usually playing sports with my wife and kids or coaching my kids’ ball teams. Any additional time gets volunteered to my community as an elected public school board member.
If you weren’t doing what you do today, what other job would you have?
I love entrepreneurship. I enjoy politics. I serve my community, church, and help local non-profits. I would follow my passions to create new opportunities.
What’s the one thing that might surprise others about you?
I am a former Top 100 cornhole player nationally in the American Cornhole Organization (ACO). I unofficially retired from cornhole in 2011.
If you could spend a week anywhere in the world, where would it be?
Home with my family. I enjoy traveling the world. But, to me, there is no place like home.
What’s the one thing you couldn’t live without?
Reese’s Cups
How do you define success?
Happiness and fulfillment with life. We all live one time on earth. Make the most of it.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.
