Lisa is a Senior Client Service Associate with Raymond James. Lisa’s career in the financial services industry began in May of 2006 as a Raymond James home office associate in the New Accounts department. After a year and a half of working in the home office, Lisa decided to explore other career opportunities within Raymond James and in January of 2008 she joined the Auburn Hills branch.
Lisa is available to assist clients with all aspects of account service including providing account values, opening new accounts, processing asset transfers, issuing checks, and answering questions regarding historical activity or online access. Lisa prides herself on her devotion to upholding the Raymond James motto of 'Service First' and excels at servicing client's needs and building long lasting relationships
Lisa resides in Waterford with her husband David and two children, Addison and Ethan. In her spare time she enjoys traveling to Northern Michigan with her family, wine tasting and attending concerts.