Lisa Workman,

With over 35 years of experience in the financial services industry, Lisa is dedicated to guiding clients toward financial success through thoughtful, comprehensive wealth management strategies tailored to their unique, lifelong goals. As an Accredited Asset Management Specialist™ (AAMS™), she follows a fiduciary standard of care for advisory clients, helping them through retirement planning, education funding, legacy building, investment portfolio management, and tax-efficient income and estate strategies.

Lisa began her career as a municipal bond and mutual fund trader after earning her bachelor’s degree in Business Administration from the University of North Carolina at Chapel Hill. She later transitioned into client services and in 2011, was promoted to a financial advisory role. In 2015, she joined Chris Johnson and Fred Asfoury’s team, and moved with them to Raymond James in 2019. Her commitment to lifelong learning and always doing what is in her clients’ best interests led her to earn the AAMS™ designation.

In her personal time Lisa is actively involved with Richland Creek Community Church and also volunteers with other faith-based charitable organizations. She enjoys reading, taking long walks, traveling, and spending quality time with her husband, their three grown children, extended family, and friends.