Lisa graduated from Murray State University in 2002 with an area in Business and Marketing Education and joined UBS Financial Services in 2007 as a Client Service Associate. She currently holds the title Wealth Management Associate and maintains her FINRA Series 7 and Series 66 security licenses. Lisa handles day-to-day client needs through communication and account maintenance.

Registered States:
AL, AR, CA, CO, FL, IA, IL, IN, KY, MS, NY, OK, TN, TX, WY