With a decade-long tenure in the Raymond James organization, Lisa serves as an Operations Manager who ensures the meticulous execution of financial plans in collaboration with Financial Advisors and associates. Committed to a client-centric ethos, Lisa aims to cultivate enduring, meaningful relationships with clients, providing a nuanced understanding of their unique financial needs.
Lisa’s early career as a Retirement Plan Specialist at Raymond James’ corporate headquarters equipped her with invaluable skills in analytical reasoning and strategic problem-solving, particularly in overcoming intricate challenges in retirement planning. These skills continue to inform her tailored approach to operational support for clients.
In terms of professional credentials, Lisa holds Series 7, 9, 10, 63, 65 and 66 Licenses as well as Tennessee Life, Health & Accident Insurance Licenses. An alumnus of Florida State University, Lisa earned her Bachelor of Arts degree in English and remains a dedicated supporter of Seminoles athletics. Beyond her career, Lisa has a passion for outdoor activities, puzzle-solving, and cultural exploration, frequently traveling to diverse locales with her spouse, Chris.
“Integrity is doing the right thing, even when no one is watching.”