Lisa Russo

Lisa Russo

Vice President
Private Wealth Management

Sarasota South Office
Phone: (941) 364-4567
Toll Free: (866) 792-7537
Fax: (941) 364-4550
Email Me
Baird
5259 South Tamiami Trail
Sarasota, FL 34231
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Noelle Cartier
Senior Client Specialist

941-364-4567

Experience

Noelle is a Registered Client Relationship Specialist and holds Series 7 and Series 66 licenses. She has worked in the wealth management arena since 2002 and has worked on our team since 2007. Her responsibilities include all aspects of client service and administration, including research and preparation for comprehensive client reviews. She also assists with client events and business development.

Education

Noelle graduated from the University of South Florida in Tampa Florida in 2000 with a bachelor’s degree in Communications. In addition, she studied at the Sorbonne in Paris in 1999.

Personal

Noelle enjoys training for triathlons.  She also enjoys hiking and  traveling.

1163_067258.jpg      Albany marathon solo.jpg

 

Ironman Louisville 2015                Albany Marathon 2016

 

A holistic approach to wealth management




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