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portrait of Lisa M Casillo
FINANCIAL ADVISOR

Lisa M Casillo

AAMS™
29 E Mountain Street Suite 3, Worcester, MA 01606opens in a new window
CallSend Me a Message

About Lisa

As an Edward Jones financial advisor, I believe it is important to know my clients and what is important to them in order to get an understanding of their present and future financial needs. Being a financial advisor for families involves more than investing. It is about knowing your clients, earning their trust and being a positive resource during their triumphs as well as the unfortunate events in life.

As an active member of the community, I speak at local community centers. I am also the founder of the Women Connecting Worcester Style networking group and was previously compliance leader for...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Domestic Partner Finances
  • Divorce Finances
  • Estate & Legacy Strategies
  • Wealth Strategies

Work History

  • Edward JonesDecember 2009 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Central FloridaBachelor of Arts

Personal Interests

  • Traveling
  • Art & Theater
  • History and Museums
  • Movies & Entertainment

Team Members

  • Traci Strange
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(508) 854-1608

Fax

(877) 462-5320

Office Address

29 E Mountain Street Suite 3
Worcester, MA 01606opens in a new window

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