Lisa M. Coello

Office Manager
Sr. Client Services Manager

Having spent over 18 years in the financial services industry, Lisa couldn’t imagine doing anything else. She started her career with Merrill Lynch in New Jersey. After relocating to North Carolina in 2002, Lisa worked at Edward Jones for 9 years before joining Raymond James in 2011. Lisa is committed to maintaining the high level of service that our team provides for clients. Clients have come to rely on her to deliver timely, accurate, and meaningful answers to their questions. She is known as a true problem solver and makes sure clients’ needs are her priority. Lisa really enjoys getting to know all our client’s families and takes a special interest in helping them to identify financial goals and monitoring their progress towards those goals.

Lisa loves spending time with her two teenage sons and her niece and nephew. The beach is her favorite place to be and she enjoys taking family vacations there. She also enjoys watching professional football, basketball, and baseball and playing cards with friends.