Lisa Bond has been involved in the Financial Services industry since 1984. She began her career working as a stockbroker and forwarded her career into full service financial planning in 1989. She attended Florida State University earning her BSBA. She is a Registered Investment Advisor Representative who carries her series 7, 63, and 65 registrations along with the CFS (Certified Fund Specialist) designation.
Lisa enjoys working with her clients so that they may achieve financial success. "Everyone has their own set of goals, values and relationships that make their journey unique." That is why Lisa listens closely and develops a comprehensive long-term financial plan that is designed to adapt to her clients’ life changes, as well as changes in the market. She builds a family-like relationship with her clients and helps keep them on track to reach their financial destinations.
Lisa was born in Florida and is one of four children. She has been happily married to Matt since 1994. Her passions are hiking, painting, and long walks on a beach. She has a very spoiled boxer dog named Zuzu.