Lisa is a Registered Senior Client Service Associate who supports advisors to provide high quality client service and complete operational tasks. Lisa believes in client focus and is genuinely interested in building strong relationships with clients so that she may fully understand and facilitate solutions for their needs. Lisa holds the Series 7 and Series 63 licenses.
Lisa joined Raymond James in 2013 and initially served as a Retirement Plan Specialist in the Home Office where her primary responsibilities were to act as a knowledgeable resource with respect to IRAs and apply independent decision-making skills to analyze and resolve complex retirement plan related issues.
Lisa holds a Bachelor of Arts degree in English from Florida State University. She is an avid FSU football fan and enjoys camping and traveling.
“Integrity is doing the right thing, even when no one is watching.”