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portrait of Lisa J Ayotte
FINANCIAL ADVISOR

Lisa J Ayotte

CFP®, CPWA®
125 Ottawa Ave NW Suite 320, Grand Rapids, MI 49503opens in a new window
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About Lisa

My passion for investing started in high school with a simple assignment. I was to follow one stock for the school year and track my results. I was hooked. Yet it wasn’t until the summer of 1999, when I moved back to the mitten state, that I started my career with Edward Jones in Grand Rapids. In the two decades that followed, partnering with clients to help them achieve their long-term goals resulted in a thriving practice and an invitation to become a limited partner with Edward Jones.

PROFESSIONAL
In 2006, I earned the CFP® certification. Becoming a CFP® professional expands a...

Focus Areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • Divorce Finances

Work History

  • Edward JonesJune 1999 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

Personal Interests

  • Traveling
  • Art & Theater
  • Snowboarding
  • Wine Collecting/Enthusiast
  • Sewing

Team Members

  • Carle Van Strien
    Registered Branch Associate
  • Stella Yoo
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(616) 459-4341

Fax

(888) 780-7367

Office Address

125 Ottawa Ave NW Suite 320
Grand Rapids, MI 49503opens in a new window

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