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Lisa Russo

Lisa Russo

Senior Vice President, Private Wealth Management

PHONE: 941-364-4567

TOLL-FREE: 866-792-7537

FAX: 941-364-4550

ADDRESS:  5259 South Tamiami Trail,  Sarasota,  FL  34231

We have a four-step management process, PAIR² with an in-depth discovery meeting to discuss what you want your assets to accomplish for you and your family.

We work with you to identify priorities that are important to you and unique to your circumstances. Together, we develop a step-by-step, long term strategy that we will monitor and adjust to ensure that the plan consistently reflects your goals.

Our four-step Pair² Process

PP  Develop a personalized plan for you

AA  Recommend an asset allocation mix based on your investment personality

I I  Choose investments implementing your strategy

RR  Meet with you for regular reviews to monitor your progress

Advice and Guidance

In this ongoing relationship we revisit the financial planning topics with you, or in consultation with your legal and tax advisors. These discussions support the delivery of personalized wealth management and ensure the execution of your vision for your financial life. We specialize in working with single women, retirees and soon-to-be retirees. Topics we address include:

  • Retirement planning for income
  • Wealth: creation, protection and distribution
  • Risk management
  • Insurance review
  • Annuity review
  • Asset allocation
  • Educational planning
  • Beneficiary review
  • Tax planning
  • Special needs planning
  • Charitable giving
  • Distribution strategies
  • Estate planning
  • Family trusts
  • Life change review

A holistic approach to wealth management