Lisa Carpenter - Email & Phone Number

Executive Assistant to Chief Delivery Officer, Chief Growth & Marketing Officer & CTO at Avantax Wealth Management℠

Lisa Carpenter is based out of Richardson, Texas, United States and works at Avantax Wealth Management℠ as Executive Assistant to Chief Delivery Officer, Chief Growth & Marketing Officer & CTO.

Lisa Carpenter's Contact Information

Lisa Carpenter's Work email

l*****@1stglo***.com

Valid

Latest update

June 9, 2026

Location

Richardson, Texas, United States

Lisa's current employer

Avantax Wealth Management℠

Description

Avantax Financial Professionals use tax implications to create a unique financial plan for every dollar you earn, save and spend.

Website

avantaxwealthmanagement.com

HQ Location

Dallas, Texas, United States

Number of employees

501-1000

Industry

Financial Services

Latest update

April 30, 2024

Read about Avantax Wealth Management℠

Frequent questions about Lisa Carpenter

What company is Lisa Carpenter working for?

Lisa Carpenter works for Avantax Wealth Management℠.

What is Lisa Carpenter's function at Avantax Wealth Management℠?

Lisa Carpenter is Executive Assistant to Chief Delivery Officer, Chief Growth & Marketing Officer & CTO at Avantax Wealth Management℠.

Where is Lisa Carpenter based?

Lisa Carpenter is based out of Richardson, Texas, United States.

What is Lisa Carpenter's work email address?

Lisa Carpenter's professional email address is l*****@1stglo***.com

Who are Lisa Carpenter's co-workers?

Lisa Carpenter's colleagues are Sharon Richardson, Chris Walters, Todd Mackay, Ron Herron, Melissa Loner, Peter Schaffer, Nikitas T. Gogos, Laurie Stack, Tim Stewart, Al Prentice, Judith Knudsen, Kristin Law, Wendy Walton, Jeff Zurflueh, Mike Hannah, Andy Watts, Blynn Austin, Nikitas Gogos, Jennifer Hutchins, Christine Golden, Michael Molnar, Holly Manton, Zak Syed, Dave Bergh, Nate Biddick, Serena Bowen, Alfred Ponder, Chris Nowell, Stewart Youngblood, Carlyna Dowell, Laura Beddor, Hassan Rabbani, Alan Zabloudil.

Lisa's co-workers

Sharon Richardson

Executive Assistant to Chief Executive Officer

Chris Walters

Chief Executive Officer

Todd Mackay

President Avantax Wealth Management®, a Blucora Company

Ron Herron

Compliance Licensing Coordinator

Melissa Loner

VP, Chief Compliance Officer

Peter Schaffer

Vice President, Investment Sales

Nikitas T. Gogos

Vice President, Enterprise Data Services

Laurie Stack

Vice President of Business Development

Tim Stewart

Vice President and Head of Business Development

Al Prentice

Vice President

Judith Knudsen

Vice President, Deputy General Counsel, Wealth Management

Kristin Law

Executive Assistant to the CFO

Wendy Walton

General Counsel and Vice President

Jeff Zurflueh

Director Infrastructure & Cloud

Mike Hannah

Vice President, Head of Delivery & M&A Integrations

Andy Watts

Vice President, Investment Solutions

Blynn Austin

VP, Communications

Nikitas Gogos

Vice President, Enterprise Data Services

Jennifer Hutchins

VP, Co-Chief Investment Officer

Christine Golden

Vice President, Marketing

Michael Molnar

SVP, Finance (Head of Corporate Development, M&A and Succession Planning)

Holly Manton

Vice President of Product Management

Zak Syed

Registered Investment Advisor VP

Dave Bergh

Chief Information Security Officer & Vice President of Information Technology

Nate Biddick

Vice President, WM Growth

Serena Bowen

Marketing Director, SigniFI Elite Advisor Brands

Alfred Ponder

Managing Director

Chris Nowell

Director Of Business Development

Stewart Youngblood

Director of Product Management

Carlyna Dowell

Director Regulatory Compliance

Laura Beddor

Director- Elite Business Strategy

Hassan Rabbani

Director of M&A and Corporate Development

Alan Zabloudil

Director of Product Management

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