Client First Team
502.882.4614
Lisa is a Client Service Associate with Meritrust.
Lisa has been with Meritrust since 2010 and has worked in the finance and banking business for over 24 years. She specializes in client services and office operations. Lisa has been married for over 28 years to her wonderful husband, Jeff. She also has a daughter, Emma. Lisa enjoys traveling and U of L sports.
Ball State University, BS in Education
Louisville Office: 502.882.4600
Disclosure
Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.
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