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portrait of Lisa Berger
FINANCIAL ADVISOR

Lisa Berger

760 East Main St, Mondovi, WI 54755opens in a new window
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About Lisa

Hello, I joined Edward Jones as a financial advisor in 2009, opening the firm's first branch office in Mondovi. I believe it is important to invest my time to understand what you're working toward before you invest your money. My primary goal is to help you develop an investment strategy geared toward your personal goals. Whether you are looking for income from your portfolio or focused on growing it, I can help.

My husband, Gary, and I live in the country north of Mondovi. We enjoy spending time with our twin grandchildren, cruising on the Ranger and throwing frisbee for...

Focus Areas

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

Work History

  • Edward JonesJanuary 2009 to Current

Personal Interests

  • Spending Time with Family
  • Pets
  • Gardening
  • Traveling

Team Members

  • Anita Zacharias
    Sr. Branch Office Administrator

Send Me a Message

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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 - 04:00PM
Sat Closed
Sun Closed

Phone

(715) 926-5218

Fax

(877) 476-4139

Office Address

760 East Main St
Mondovi, WI 54755opens in a new window

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