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Lisa Ashcroft, VP, CTFA - Email & Phone Number

VP, Wealth Trust Advisor, CTFA and Investment Advisor Representative at Girard Partners, Ltd

Lisa Ashcroft, VP, CTFA is based out of Reading, Pennsylvania, United States and works at Girard Partners, Ltd as VP, Wealth Trust Advisor, CTFA and Investment Advisor Representative.

Lisa Ashcroft, VP, CTFA's Contact Information

Latest update
April 28, 2024
Location
Reading, Pennsylvania, United States

Lisa Ashcroft, VP, CTFA's Work History

VP, Wealth Trust Advisor, CTFA and Investment Advisor Representative
Girard, a Univest Wealth Division
Mar 2021 - Present
VP Investment & Trust Advisor
Orrstown Bank
May 2016 - Mar 2021
Asst. Vice President
National Penn
May 1998 - Apr 2016

Lisa Ashcroft, VP, CTFA's Education

The Institute of Certified Bankers
Earned designation of Certified Trust and Financial Advisor
2013 - 2013
Alvernia University
BS
2002 - 2004
Bloomsburg University of Pennsylvania

Lisa Ashcroft, VP, CTFA's Skills

Retirement Planning
Investment Management
Investment Strategies
Financial Services
Portfolio Management
Investments

Lisa's current employer

Girard Partners, Ltd logo

Girard Partners, Ltd

Description
As a firm that still believes in the value of the human connection, we focus on what you value, not on what you're worth.
Website
girardpartners.com
HQ Location
Souderton, PA, United States
Number of employees
51-200
Industry
Financial Services
Latest update
April 30, 2024
Read about Girard Partners, Ltd

Frequent questions about Lisa Ashcroft, VP, CTFA

What company is Lisa Ashcroft, VP, CTFA working for?
Lisa Ashcroft, VP, CTFA works for Girard Partners, Ltd.
What is Lisa Ashcroft, VP, CTFA's function at Girard Partners, Ltd?
Lisa Ashcroft, VP, CTFA is VP, Wealth Trust Advisor, CTFA and Investment Advisor Representative at Girard Partners, Ltd.
Where is Lisa Ashcroft, VP, CTFA based?
Lisa Ashcroft, VP, CTFA is based out of Reading, Pennsylvania, United States.
Who are Lisa Ashcroft, VP, CTFA's co-workers?
Lisa Ashcroft, VP, CTFA's colleagues are David Geibel, Chris Powers, Brian Hungarter, John Ashcroft, Bruce Freeston, Lisa Colon, Ryan Krapf, Fred Older, Gary Brown, Kelly Regan, Nathan Rosenberg, David DeVita, Marc Balcer, Kim Ressler, Bill Sant, Lauren Darkes, Eva Victor, Ryan Roy, Stefan Szygiel, Andrew Lein, Blaine Mooney, Jonathan Cahill, Stacey Blichar, Jordan Sowhangar, Nicholas Plawa, Rich Seidel, Kevin Norris, Emily Colatriano, Karen LaTourette, Matt Stratton, John Sullivan, James Jacobson, Brian Casey.
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Lisa's co-workers

David Geibel avatar
David Geibel
President
Chris Powers avatar
Chris Powers
Managing Director of Relationship Management SVP
Brian Hungarter avatar
Brian Hungarter
Vice President, Wealth Advisor
John Ashcroft avatar
John Ashcroft
Vice President, Wealth Advisor
Bruce Freeston avatar
Bruce Freeston
Director Investment Research, Senior Vice President
Lisa Colon avatar
Lisa Colon
Executive Vice President, Chief Operating Officer
Ryan Krapf avatar
Ryan Krapf
Vice President, Client Service Manager at Girard, a Univest Wealth Division
Fred Older avatar
Fred Older
Senior Municipal Pension Consultant, Vice President
Gary Brown avatar
Gary Brown
Sr. Vice President/Sr. Financial Advisor
Kelly Regan avatar
Kelly Regan
Vice President, Wealth Advisor, CFP ®
Nathan Rosenberg avatar
Nathan Rosenberg
Vice President, Director of Investment Research
David DeVita avatar
David DeVita
Vice President, Wealth Advisor
Marc Balcer avatar
Marc Balcer
Director of Investment Strategy, Client Portfolio Manager and Senior Vice President
Kim Ressler avatar
Kim Ressler
Wealth Trust Advisor, Vice President
Bill Sant avatar
Bill Sant
EVP, Managing Director
Lauren Darkes avatar
Lauren Darkes
Vice President, Senior Marketing Manager
Eva Victor avatar
Eva Victor
Senior Vice President, Director of Wealth Planning
Ryan Roy avatar
Ryan Roy
Manager of Wealth Services
Stefan Szygiel avatar
Stefan Szygiel
Wealth Advisor
Andrew Lein avatar
Andrew Lein
Portfolio Manager
Blaine Mooney avatar
Blaine Mooney
Wealth Manager
Jonathan Cahill avatar
Jonathan Cahill
Wealth Advisor
Stacey Blichar avatar
Stacey Blichar
Business Development Specialist
Jordan Sowhangar avatar
Jordan Sowhangar
Wealth Advisor
Nicholas Plawa avatar
Nicholas Plawa
Research Analyst
Rich Seidel avatar
Rich Seidel
Kevin Norris avatar
Kevin Norris
Retired
Emily Colatriano avatar
Emily Colatriano
Client service/Office Manager
Karen LaTourette avatar
Karen LaTourette
Compliance Officer
Matt Stratton avatar
Matt Stratton
VP-Wealth Advisor CRPC®, APMA®
John Sullivan avatar
John Sullivan
Senior Client Services Manager
James Jacobson avatar
James Jacobson
Wealth Advisor, CFP®
Brian Casey avatar
Brian Casey
Portfolio Manager
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