Lisa Robertson
Lisa M Robertson Senior Registered Client Service Associate

Lisa has been in the financial services industry since 1978, primarily focused in the banking division. Lisa entered the securities industry in 2010 and has been with Raymond James since 2012. Today, Lisa serves as a Senior Branch Operations Specialist in the Indianapolis Downtown office and assists the wR2 financial advisory team with providing client meeting materials and keeps our clients up to date with the most recent Raymond James publications.

Lisa has been a lifetime resident of Indianapolis and currently lives on the south side with her husband of 40 years – Leo. They have two daughters, Alicia and Jaclyn. They enjoy traveling, especially to the Rocky Mountain area of the US. Lisa also enjoys reading and gardening in her spare time.