BIOGRAPHY: Having grown up in a family business, Lisa learned first-hand the time commitment required for success. While obtaining her degree in finance and international business at American University in Washington, D.C., Lisa also interned and then later was hired by Convergent Wealth Management. For seven years she analyzed reports and portfolios for the private boutique wealth management firm catering to ultra-high-net-worth clients. In 2013, Lisa went on to join Morgan Stanley to work with the top producing team, gaining the experience of working directly with private clients in creating financial plans and investment strategies. In 2016, Lisa left Morgan Stanley to join the team at Raymond James. Here, Lisa is able to combine her experience creating customized portfolios at Convergent with the holistic planning skills she garnered at Morgan Stanley to develop a strategy that benefits her clients.
DESCRIPTION OF WHAT YOU DO: I work with families and individual with a focus on women, divorcees, and widows. I help them create a customized financial plan while also managing their investment portfolio.
SIDE HUSTLE: While it is not for pay, I manage the day-to-day for LINK901 and work to bring women together to create a network for both personal and professional efforts.
WHAT IS YOUR BEST ELEVATOR PITCH: Through my planning and process, I strive to make my clients financially bulletproof.
WHAT IS YOUR WHY FOR WHAT YOU DO: While I spent the beginning part of my career focused on the ultra-high net worth client ($10million+), I saw clients like my own mother not getting the attention and planning they need. I want to focus on making sure these hard working, amazing people get the proper guidance needed to be able to reach their goals while spending more time with their families doing what they love.
WHAT SETS YOU APART FROM OTHER PEOPLE IN YOUR INDUSTRY: #1 – I am a woman. #2 – I take an approach to educate and inform my clients of their available options rather than simply telling them my recommendation and convincing them it is the only way. Information is power.
WHAT IS YOUR FAVORITE PART OF BEING A MEMBER OF LINK: The people. OMG, the people. I have loved so much seeing the personal connections grow and seeing the energy of everyone each time we hold an event or meeting.
WHAT DO YOU HOPE TO GIVE OR RECEIVE AS A MEMBER OF LINK: More connections both ways, whether it be personal or professional connections. Also, I hope I continue to give and receive role models. All people need to not only set a good example, but they also need good examples to follow.
WHAT IS THE BEST BUSINESS ADVICE YOU WOULD GIVE TO YOUR YOUNGER SELF: Don’t ever be intimidated to ask for what you want or to ask to learn more. Just because someone seems to have life figured out, doesn’t mean they actually do.
WHO WOULD BE INVITED TO YOUR DREAM DINNER PARTY AND WHY: The characters (not the actors) on Sex and the City. I would love to be around Samantha’s confidence and direct approach in life, Miranda’s intelligence and work ethic, Carey’s loyalty and great ability for storytelling, and Charlotte’s old fashioned class.
WHAT IS SOMETHING THAT PEOPLE WOULD BE SURPRISED TO LEARN ABOUT YOU: Most people who know me already know this, but everyone seems to be surprised to learn that I am half Chinese and identify more with my Chinese side and I was raised by a single mom as my father passed away when I was 7.