Lisa joined the Stephen Bishop & Associates team and Raymond James in 2006 as a financial advisor assistant. Today, she is the backbone of our Yarmouth office team. Lisa manages the office, but spends the majority of her time answering questions and providing information so clients feel confident their investment plans are implemented as desired and kept current.
With more than 26 years in the financial services industry, Lisa has learned what clients need and want in order to have their service and advice expectations fully met.
Lisa is fully licensed as an assistant advisor and in that role, she processes client inquiries, manages compliance requirements and meets with clients on a regular basis to help them in the progress towards achieving their financial goals.
Lisa has completed the following courses, specifically designed to support her in her role of assisting clients with their financial needs: