With more than 23 years of experience in financial planning and investment management, Lisa Esteves-Dixon has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Lisa understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Lisa will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Lisa endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio. Based on what she learns about you and your goals and an analysis of the current financial markets, Lisa designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Lisa puts it into action and reviews its performance for opportunities to adapt to life changes and new goals. Lisa began her career in financial services in 1997 and previously spent 13 years with Invest Financial. Today, Lisa provides financial and estate planning through the use of equities, fixed income securities, managed money, and 529 education savings plans and more through Raymond James. A native of Queens, NY, Lisa resides in Inverness, FL. Away from the office, Lisa also enjoys traveling, and family time.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™,   and   in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.