portrait of Lisa Beally
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Lisa

I've heard it said that our lives and values are molded by the variety of life experiences we have a long way even beginning at an early age. I believe that to be true growing up on a farm family farm, working in fast food, retail management, marketing, international sales and business management. I've sat on the same side of the desk as a business owner reviewing retirement plan and succession plans for the businesses I've managed. I've sat across the desk from my financial advisor. I've learned to work hard, be honest, be patient and be humble.

I thought about...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning

Work History

  • Edward JonesDecember 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Indiana Univ IndianapolisBachelor of Science

Personal Interests

  • Pets
  • Cooking
  • Hockey
  • Photography
  • Auto Racing

Team Members

  • Terri Hanson
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More