Lisa is the principal of Stella Wealth Management of Raymond James. She leads a team of professionals whose mission is to help their clients maintain financial independence and manage their wealth through customized advice, sound risk management, quality investments, and personal service.
“My goal is to make a true connection with my clients. A connection in which clients are motivated to share their unique story and that enables me to employ my extensive experience and the vast resources of Raymond James to help achieve their goals.”
Stella Wealth Management focuses on partnering with private investors including women, corporate executives and business owners. Clients rely on Lisa’s professional advice for comprehensive financial planning, trust services and business retirement solutions. Lisa’s well-honed practice process begins with discovery, followed by design, implementation and consistent monitoring.
Lisa began her career in the financial services industry in 1986. She joined Raymond James & Associates in 2009. She is a Vice President of Investments and a Certified Investment Management Consultant. She has also earned the Certified Financial PlannerTM certification and the Accredited Investment Fiduciary designation. Lisa holds numerous professional licenses including Registered Advisor, Life/Health Insurance, Variable Contracts and Investment Advisor Law Exam. Lisa graduated from the University of Michigan with a degree in economics and communication.
Outside the office, Lisa’s affiliations are in community development, assistance for the disenfranchised and education with contributions from the level of volunteer to board chair.
Lisa, her husband Jim, and their dog Milo live in Bloomfield Hills, Michigan.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.