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
Map/Directions
My Networks
LinkedIn
Industry Experience
  • 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
 
Education
  • Bachelor of Arts - Florida State University 1977
  • Masters of Business Administration – University of South Florida 1987
 
Community Interest
  • 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.
 
Professional Recognitions
  • 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

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Confluence Investment Management, Sarasota, FL November 2015

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Sarasota Architectural Foundation Mod Weekend, November 2015 

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40 Carrots Firefly Gala, March 2015

 

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Conservation Foundation of the Gulf Coast's Palm Ball, February 2015

 

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Barron's Winner's Circle Top Women Advisors Summit, West Palm Beach, FL, December 2014

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Boys & Girls Club, November 2014

 

 
 

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Sarasota Rugby, October 2014

 

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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.

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