Work History
Edward Jones
Edward JonesOctober 2007 to Current
About Lisa
I began my career with Edward Jones in 2007 as a branch office administrator. After working alongside of a financial advisor, I was able to experience what it means to make a meaningful difference in our client's lives. It was then I decided to become a financial advisor. I have had that privilege since 2012.
I work with our clients to understand their goals, priorities and tolerance for risk. Using an established process, I help them put a strategy together to help them reach those goals in life and beyond. This is an ongoing process that may change throughout one's...
I work with our clients to understand their goals, priorities and tolerance for risk. Using an established process, I help them put a strategy together to help them reach those goals in life and beyond. This is an ongoing process that may change throughout one's...
Focus Areas
- Portfolio Reviews
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
Work History
Edward Jones
Edward JonesOctober 2007 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Team Members
Shannon ErathSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
FayettevilleFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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