- Forbes’s (2023) America’s Top Women Wealth Advisor*
- Barron’s (2022) Top 100 Financial Advisors†
- Barron’s (2016-2021) Top 100 Women Financial Advisors*
- Forbes (2018-2021) Best-In-State Wealth Advisors*
- Office Magazine Edition Summer 2023
Throughout a noteworthy career in the financial services industry that spans more than 30 years, Lisa has established herself as a knowledgeable guide for family offices, multigenerational families, and high-net-worth clients. Getting to the heart of what clients find meaningful is her passion. She works tirelessly to facilitate the often-challenging family conversations around inheritance, estate planning and financial education, striving for a deeper level of harmony and clarity. In support of this purpose, she co-authored a children’s book, “Treasures in the Winter Vault,” to help teach kids about money, doing the right thing and giving back.
Lisa discovered early on in her career that the greatest gift she could give to her friends, family, community, and clients is teaching and preparing their heirs to be the best stewards of wealth as possible. Education has been an important piece of the conversations proactively speaking to children and grandchildren of those she interacts with. As part of these efforts, she hosts Financial Literacy events including Rock Concerts, Read Across America celebrating Dr. Seuss’s birthday and has created a “Money Smarts” financial literacy series providing webinars, videos, in person and interactive programs. Her sincere hope is she accomplishes her dream of helping the children in our communities to manage money and their future like the patriarch and matriarch that created the wealth and bring attention and awareness to financial literacy endeavors.
During her tenure at the helm of Global Wealth Solutions Group of Raymond James, which has more than $2.21 billion* in assets under management. Lisa has earned the Private Wealth Advisor designation from Raymond James. This designation reflects her experience in managing the financial concerns of families, individuals and organizations of significant wealth, and her mastery of methods and resources necessary to support their expansive financial interests. Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations. In addition, she has earned several accolades; Named to Forbes list of Best-in-state Wealth Advisors, and recognized as a Top 100 Financial Advisor in the Barron’s Advisor publication shining a spotlight on the nation’s best wealth managers and raising standards in the industry. She is particularly proud of her Top Women Financial Advisor recognition. Lisa is also a partner in DH Consulting Group of Raymond James, which has more than $6 billion* in assets under management.
Before joining Raymond James in 2011, she held senior vice president positions at Wedbush, Citi Smith Barney, Morgan Stanley and Imperial Capital (formerly Dabney/Resnick), and began her career at Drexel Burnham Lambert’s capital markets group. Her educational background includes an MBA from Pepperdine University and a bachelor’s degree in psychology with business emphasis from the University of California, Los Angeles, where she earned a professional financial planning designation. She is an Accredited Investment Fiduciary® and Wealth Management Specialist. Lisa has written and lectured on many financial topics and has been interviewed by CNBC, ABC and NBC and various Los Angeles radio and television stations. In April 2021, she hosted a Barron’s in Education interactive session at UCLA.
An early pioneer of the open architecture approach to financial planning and investing that enables objectivity, she incorporates many disciplines in her comprehensive strategies. This includes personal financial planning and cash flow modeling, investment management, insurance planning, estate and gift planning, philanthropy, tax planning, risk management services, family governance and family office services. She views her clients’ foundations and endowments as an extension of their families and treats them with care and skill.
Giving to others is a priority for Lisa, and she has taken an active role in community associations in her native Beverly Hills. She is the past president of the Beverly Hills Chamber of Commerce and the Beverly Hills Conference and Visitors Bureau, the past board president of the Westside Family Health Center, a past board member of the Maple Counseling Center, a former national delegate of the International Women’s Leadership Association and was recognized by Rotary International as a Paul Harris Fellow. She still finds time in her busy schedule for her membership in the Beverly Hills Rotary Club and the Economic Development Council of Beverly Hills. She currently serves as a board member for Partners for Pediatric Vision and the Westside Family Health Center.
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Communicating financial values to the next generation is so important, Lisa wrote a book about it.
*Client asset total from 9/26/2023 assets – Practice Center
Raymond James is not affiliated with and does not endorse the opinions of “Treasures in the Winter Vault.”
† Barron’s Top 100 Financial Advisors, 202. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 1,121 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 12/30/2020 to 12/30/2021 and was released on 04/15/2022. Data points that relate to quality of practice include professionals with a minimum of 7years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience is not an endorsement and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
Barron’s Top 100 Women Financial Advisors, (2021). Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 03/31/221 to 03/31/2022 and was release on 06/17/2022. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues). Client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are qualitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weighting associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
*The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interview, and qualitative data. Those advisors that are considered have aa minimum of sever years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations with more than 5,000 advisors received that award. This ranking is based upon the period from 06/30/19 to 06/30/20 and was released on 2/11/21. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://forbes.com/lists/best-in-state-wealth-advisors/ for more info.
*The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/02/2023. Research Summary (as of February 2023): 38,314 nominations were received, and 100 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/list-directory/#1184217eb274 for more info.