Senior Client Services Advisor

After spending seven years with a national commercial real estate development firm, Lisa entered the financial industry and has spent the last 23 years as a senior client service associate with Jeffrey at Smith Barney and Morgan Stanley. Lisa brings to the team a wealth of administrative skills and is committed to upholding the highest level of client service – all while establishing long-term relationships with those we serve.  

Lisa enjoys volunteering with Random Acts of Flowers Tampa Bay. She currently resides in Wesley Chapel, Florida, and spends her time away from work gardening and being with her family.