Lisa Bordelon has been an investment professional for over 23 years starting her career with Morgan Stanley. She graduated from Centenary College in Louisiana. She is Managing Partner of Bordelon Capital Wealth Management and a Financial Advisor with Raymond James Financial Services, headquartered in Dallas, Texas. Lisa enjoys the relationship aspect of working with a client’s specific goals and putting them into view. With personal, economic, and political environments constantly changing, she feels that good communication throughout the wealth building process and distribution phase is primary key to success.

She and her team design custom investment strategies for high net worth individuals and foundations. She strongly believes in the importance of a solid relationship with her clients, with honesty and integrity as the foundation of those relationships. "Our wealth management team at Bordelon Capital Wealth Management helps people set reasonable goals by putting a diversified investment program in place, utilizing top investment management managers throughout the country, for pursuit of those goals."