Lisa Velez

As a Senior Client Service Associate, Lisa will be an integral part of the Lamchick Epstein Wealth Management Group. She is proficient in fulfilling clients’ requests in a timely manner, supporting her financial advisors from administration to compliance, and is committed to delivering exceptional service and fostering long-term client relationships.

In her more than 6 years with Raymond James, Lisa has performed her role with efficiency and diligence. She earned a bachelor’s degree from Monroe College in 1999 and has over 35 years of industry experience, which includes working with notable firms, such as EF Hutton, Lehman Brothers, Merrill Lynch, and Morgan Stanley.

Lisa is originally from New York but has been living in Florida with her family since 2003. She has two adult children, a daughter & son, as well as a granddaughter & grandson.