Lisa has over 25 years experience in the financial industry. She holds a Series 7 registration and oversees client services and assists seven brokers by reviewing and processing all investment applications and forms. Lisa is in charge of portfolio income distributions, IRA distributions, processing charitable donations of stock, gifts, re-registration and preparing client reports.
Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. United Capital Financial Advisers, LLC ("United Capital") is a registered investment adviser, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.