Lisa Forcke is a branch manager and investment advisor representative with Raymond James Financial Services, Inc., member FINRA/SIPC. With more than 30 years of experience as a financial advisor, she is committed to providing her clients the highest level of professionalism and personal service. Lisa specializes in asset management and retirement planning. To assist in maintaining quality service, the minimum investment account size she manages is $1,000,000. Her existing clients consist of individuals who desire a long-term relationship with an advisor based on trust and mutual respect. They expect and receive quality service, competent work and an advisor who really cares about what is important to them.
A native of Richmond, Virginia, Lisa earned a Bachelor of Science degree at Virginia Tech and a Master of Education degree from the University of Virginia. She completed the Certified Financial Planner Professional Education Program at the College for Financial Planning and holds the CERTIFIED FINANCIAL PLANNER™ certification. Lisa also has securities licenses, including the Series 7, General Securities Representative and the Series 63. She is a member of the Financial Planning Association, and past president of both the Central Virginia Society of the Institute of Certified Financial Planners and the International Association for Financial Planning. Her hobbies include snow skiing, biking, traveling, hiking and gardening.
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.