Lisa leads a team of professionals whose mission is to help their clients 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 multi-generation families, pre-retirees, corporate executives and women. Clients rely on Lisa’s professional advice for many disciplines of comprehensive financial planning including cash flow, risk management services, retirement planning and investment management. Lisa’s well-honed practice process begins with discovery, followed by design, implementation and consistent updates regarding the progress of the plan relative to each clients wants and needs

Lisa began her career in the financial services industry with Merril Lynch where she was a Financial Advisor for over 20 years. She joined Raymond James & Associates in 2009. Mrs. Stella is a Vice President of Investments and an Investment Management Consultant. She has also earned the Certified Financial Planner® certification and the Accredited Investment Fiduciary designation. Lisa holds several professional licenses including General Securities Representative, Life/Health Insurance, Variable Contracts and has also passed the Uniform Investment Advisor Law exam. Lisa graduated from the University of Michigan with a degree in communications and economics.

Lisa was named to the Forbes 2025 Best in State Women Wealth Advisors. The list recognizes top women wealth advisors across the United States.

Outside the office, Lisa’s personal affiliations are in community development, assistance for the disenfranchised and education with contributions from the level of volunteer to board chair.

Lisa and her husband Jim live in Bloomfield Hills, Michigan.

2025 Forbes Top Women Wealth Advisors Best-in-State The 2025 Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.