Our clients know that when they have a request or need, Lisa is here to handle it in a timely and professional manner. She enjoys building trusting relationships and assisting clients in achieving their financial goals. In addition, Lisa handles all operational aspects of our accounts, including asset transfers, new account processing and client requests.
Lisa joined Raymond James in 1992 and has been working together with Larry since 2007.
Originally from Edon, Ohio, Lisa has lived in St. Petersburg since 1992. In her free time, she enjoys reading, gardening and spending time with her family, including her son Milton, daughter Victoria, son-in-law Travis and new grandson Travis, Jr.