Working toward your goals It starts with a strategic plan
Lisanne Glew, CDFA
Senior Vice President - Wealth Management
Accredited Wealth Management Advisor℠
Certified Divorce Financial Analyst (CDFA®)
469-440-0525
Legacy Tower
7250 Dallas Parkway
12th Floor
Plano, TX 75024
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.
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