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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

Industry Experience
  • Senior Vice President-Private Wealth Management
  • Financial Advisor since 2001 and with Baird since 2011
  • FINRA Registered Representative
  • Life, Long-Term Care, and Annuity Insurance licensed in CA, CO, FL, GA, KS, MA, MI, NC, NH, NJ, NY and VA
  • Licenses: Series 7, 63 & 66
Education
  • Bachelor of Arts - Florida State University 1977
  • Masters of Business Administration – University of South Florida 1987
Community Interest
  • Sarasota Architectural Foundation Board Member
  • Johnson Singer Foundation Past Board Member
Interest
  • Mid-century modern architecture d furniture
  • Travel
  • Boating
  • Greyhound rescue
Professional Recognition
  • Qualified to attend Barron’s Winners Circle Top Women Advisors Summit since 2008
  • Recognized by Sarasota Magazine in 2010 & 2012 as a Top-Scoring Wealth Manager Highest in Overall Client Satisfaction

Sarasota Architectural Foundation Mod Weekend, November 2017

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Barron’s Winner’s Circle, Top Women Advisors Summit, West Palm Beach, FL December 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.


Noelle Cartier

Senior Client Specialist

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.

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Ironman Louisville 2015     Albany Marathon 2016

A holistic approach to wealth management