LPL Virtual Client Service Manager
Lisa is located at LPL Financials' Ft. Mills, SC (Charlotte) home office. She is an LPL employee and is part of the Admin solutions program that supports multiple advisors' businesses. She brings more than nine years of industry experience as your behind-the-scenes expert with operational logistics from positions such as Client Associate and Client Account Services with Merrill Lynch/Bank of America. She always finds a way to shine and expedite things when it comes to aiding and assisting you.
In her free time, she enjoys spending time outdoors and staying active with her family and dogs.