Lisa McManis
Lisa M. McManis Sr. Client Service Specialist

As an integral part of our team, Lisa serves as one of the first lines of assistance when clients have questions regarding their accounts. She appreciates getting to know our clients, deepening relationships and ultimately helping clients pursue their financial goals. Lisa strives to provide client-first strategies by educating them on account services and capabilities to meet their individual needs.

Before joining our team in February 2021, Lisa was a branch office administrator at Edward Jones. Previously, Lisa launched and ran her own small business, Sweets & Treats by Lisa. After earning a Bachelor of Science in business administration from Bowling Green State University in 1994, she held a progressive career in human resources for over 10 years.

Lisa was born and raised in Cuyahoga Falls, Ohio. For over 20 years, she has resided in Loveland, Ohio, where she lives today with her husband, Scott, and two daughters. In her free time, she loves to cook, bake and has a passion for volunteering in our local community. She has been involved with the Cincinnati Irish Cultural Society, a nonprofit supporting the McGing Irish Dancers. Lisa has also been highly engaged in the parent-teacher organization throughout her daughters’ years in school, where she presided on the board and held various leadership roles. Lisa continues to support our local schools and nonprofit organizations such as Feed Our Flock, Loveland LIFE Food Pantry and Cincinnati Recycling & Reuse Hub.

Raymond James is not affiliated with the above organizations.