Lisa Listecki
Operations managerWith 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.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. 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 rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
“Integrity is doing the right thing, even when no one is watching.”