Lisa has more than twenty-four years of experience as an Executive Assistant with extensive experience working for financial advisors at Temkin Financial Group, Morgan Stanley, and UBS Financial Services. She studied business administration and management at Marian Court College in Massachusetts.
She joined LPL in 2023 to apply her experience working with advisors in the Admin Solutions Program.
Lisa is an LPL employee and is part of the Business Solutions program that supports multiple advisors' businesses.