- Senior Vice President-Private Wealth Management
Has been a Financial Advisor since 2001 and with Baird since 2011
FINRA Registered Representative
Life, Long-Term Care, and Annuity Insurance licensed in CA, CT, FL, GA, KS, MA, MI, NC, NH, NJ, NY and VA
Business Owner 1987 - 1998
- Licenses: Series 63 & 66
- Since buying and restoring a vintage Sarasota School of Architecture home several years ago, Lisa's interest in mid-century modern architecture has flourished. She is a member of the Sarasota Architectural Foundation and her unique home is often toured by local and national groups of architectural devotees. Lisa is a Sarasota native who also enjoys boating and travel.
- Recognized by Sarasota Magazine in 2010 & 2012 as a Top-Scoring Wealth Manager Highest in Overall Client Satisfaction
- Qualified to attend Barron’s Winners Circle Top Women Advisors Summit 2008 - 2016
Barron’s Winner’s Circle, Top Women Advisors Summit, West Palm Beach, FL December 2015
Confluence Investment Management, Sarasota, FL November 2015
Sarasota Architectural Foundation Mod Weekend, November 2015
40 Carrots Firefly Gala, March 2015
Conservation Foundation of the Gulf Coast's Palm Ball, February 2015
Barron's Winner's Circle Top Women Advisors Summit, West Palm Beach, FL, December 2014
Boys & Girls Club, November 2014
Sarasota Rugby, October 2014
A holistic approach to wealth management
Robert W. Baird and Co. does not offer tax or legal advice.
Consideration for inclusion in The FIVE STAR Wealth Manager - Overall Satisfaction program includes an analysis of peers' and firms' responses to a satisfaction survey. Only wealth managers with five years of experience in the financial services industry are considered. Additionally, the wealth managers who have made the list are required to certify that their license(s) has never been suspended or revoked by a regulating authority (e.g., FINRA or other regulatory agency) and that they have not had more than three customer complaints filed against them with a regulating authority where at least one complaint resulted in a settlement payment by them.
The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services nor should it be inferred that the responses used from the survey represent the experience of all clients. Past performance does not guarantee future success.