Lisa is a native of Jackson, Tennessee. She graduated from Lambuth University with a Bachelor of Science degree in Computer Information Systems. Lisa has been in the securities business and with Morgan Keegan, now Raymond James, since 1996. She holds Series 7, Series 63 and Series 65 securities licenses as well as her Insurance License. She also holds the Accredited Asset Management Specialist®(AAMS®) designation.
Lisa is highly adept at offering solutions to unique client situations as well as acting as a liaison between various Raymond James departments to assist our clients with their insurance, lending and estate planning needs. Lisa also works with our team with client reviews and portfolio monitoring.
Lisa is married to Lee Thornton and they have two sons, Drew and Matt. In her free time with her family as well as reading, gardening, cooking and pottery.