Lisa McManis is an integral part of our team, serving as a primary point of contact for clients when calling into the office. She values building strong relationships with our clients while assisting them with their account service needs. As a Sr. Client Service Specialist, Lisa is dedicated to providing personalized, client-first strategies by thoroughly educating clients on the various services and capabilities our practice offers.
Lisa has been with Raymond James | Kuethe Wealth Planning for over five years. Before joining our team in February 2021, Lisa was a branch office administrator at Edward Jones. Lisa also launched and successfully ran her own small business, Sweets & Treats by Lisa. She holds a Bachelor of Science in Business Administration from Bowling Green State University and held a progressive career in human resources spanning over a decade. Recently, Lisa achieved a high placement in the 2024 Top 100 STEER Participants for Raymond James Financial Services, showcasing her continuous growth and contributions to our advisors and clients.
Born and raised in Cuyahoga Falls, Ohio, Lisa has lived in Loveland, Ohio, for over 20 years with her husband, Scott, and their two daughters. In her free time, she enjoys cooking, baking and volunteering in our local community. Lisa was actively involved with the Cincinnati Irish Cultural Society, supporting the McGing Irish Dancers and has held various leadership roles in the parent-teacher organization throughout her daughters’ school years where she presided on the board. Lisa has supported our local schools and nonprofit organizations such as Feed Our Flock, Loveland LIFE Food Pantry and Cincinnati Recycling & Reuse Hub.
The 2024 RJFS Top 100 ranking is an internal Raymond James recognition developed by the STEER D development Program. STEER is a calendar year program and Top 100 is achieved based on a point system. Points are accumulated via tenure, industry licensure, and educational course participation. Educational courses are focused on four main topics: Operational Excellence, Client Service & Engagement, Business Growth & Risk Management, Community & Career Development. This may not be representative of any one client’s experience, it’s not an endorsement, and is not indicative of future performance. While a fee was not paid in exchange for the award/rating, there is a tuition cost associated with the program.
Raymond James is not affiliated with the above organizations and/or charitable causes.