Lisa has worked in the financial industry for 30 years. Before co-founding Nelson Wealth Advisors, her previous positions included registered sales assistant, operations manager, and financial advisor with Wachovia Securities, A.G. Edwards & Sons, Merrill Lynch, Morgan Keegan & Company, and Sterne Agee Financial Services. She has considerable experience working with affluent individuals, corporations, endowments, trusts, and estates.
Lisa is responsible for managing the day-to-day operations of our branch. She is very responsive to the needs of our clients and consistently goes the extra mile to provide exceptional client service.
Lisa is licensed in North Carolina.