portrait of Lisa L Fernan

About Lisa

As a financial advisor with Edward Jones, I believe it is important to take the time to understand what you're working toward and your risk tolerance before you invest your money. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or estate considerations, I use an established process to build personalized strategies to help you reach those goals.

My responsibility to you as an individual or a business owner is to provide exceptional personalized service. By doing so, we are able to work together to build a strong relationship. I will be with...

Focus Areas

  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • College Savings

Work History

  • Edward JonesSeptember 2009 to Current

Education

  • Roosevelt UniversityCertificate
  • Univ of Wisconsin,OshkoshBachelor of Science

Personal Interests

  • Volleyball
  • Cooking
  • Walking
  • Movies & Entertainment
  • Crocheting/Knitting

Team Members

  • Jacqueline Johnson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • 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.

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