Lisa Graham, CFP® - Email & Phone Number

Assistant Vice President, Advisor at Wealthspire Advisors

Lisa Graham, CFP® is based out of Seattle, Washington, United States and works at Wealthspire Advisors as Assistant Vice President, Advisor.

Lisa Graham, CFP®'s Contact Information

Latest update

May 13, 2024

Location

Seattle, Washington, United States

Lisa Graham, CFP®'s Work History

Assistant Vice President, Advisor

Wealthspire Advisors

Nov 2022 - Present

Financial Advisor

Wells Fargo Advisors

Oct 2021 - Sep 2022

Financial Advisor

Morgan Stanley

Nov 2020 - Jul 2021

Lisa Graham, CFP®'s Education

University of Puget Sound

Bachelor of Arts (B.A.)

Bryant University

Boston Institute of Finance CFP® Certification Education Program

Bigfork High School

Lisa's current employer

Wealthspire Advisors

Description

Wealthspire Advisors believes in creating personalized plans for our clients' unique goals. Learn more about our financial planning and i...

Website

wealthspire.com

HQ Location

New York, NY, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about Wealthspire Advisors

Frequent questions about Lisa Graham, CFP®

What company is Lisa Graham, CFP® working for?

Lisa Graham, CFP® works for Wealthspire Advisors.

What is Lisa Graham, CFP®'s function at Wealthspire Advisors?

Lisa Graham, CFP® is Assistant Vice President, Advisor at Wealthspire Advisors.

Where is Lisa Graham, CFP® based?

Lisa Graham, CFP® is based out of Seattle, Washington, United States.

Who are Lisa Graham, CFP®'s co-workers?

Lisa Graham, CFP®'s colleagues are Michael LaMena, Marc Austin, Eric Sontag, Kelly Crosby, Nikki Bell, Anthony Cruz, Kevin Couper, Julie Williams, Michele Suligoj, Courtney Roberts, Brian Powers, Connor Darrell, Julie Back, Chris Kiessling, Allaire Langdon, Paul Kim, Jacob Even, Sierra Middleton, Kevin Moloney, Simi Dhall, Eran Goudes, Jay Czarapata, Angela Giombetti, Katharine Schelhorn, Steve Branton, Emily Kurisky, Amy Miller, Bryan Stretton, Uliana Rymar, Natalie Truty, Gail Harris, Rick Benschoten, Jay Frank, Michael Price, Eric J.D..

Lisa's co-workers

Michael LaMena

Chief Executive Officer

Marc Austin

Senior Vice President Advisor

Eric Sontag

President & Chief Operating Officer

Kelly Crosby

Senior Office Coordinator

Nikki Bell

Senior Vice President, Intermediary Business

Anthony Cruz

Senior Vice President, Advisor

Kevin Couper

Senior Vice President

Julie Williams

Vice President

Michele Suligoj

Senior VP, Director at Wealthspire Advisors (formerly Sontag Advisory)

Courtney Roberts

Office Coordinator

Brian Powers

CFO and Managing Director

Connor Darrell

Vice President, Investments

Julie Back

Senior Vice President/Advisor

Chris Kiessling

Senior Vice President

Allaire Langdon

Vice President, Wealth Advisor

Paul Kim

Assistant Vice President, Advisor

Jacob Even

Senior Vice President of Income Tax Policy and Research

Sierra Middleton

Senior Marketing Coordinator

Kevin Moloney

Senior Vice President

Simi Dhall

Senior Vice President, Advisor

Eran Goudes

Vice President

Jay Czarapata

Senior Vice President

Angela Giombetti

SVP, Head Of Marketing

Katharine Schelhorn

Advisor, Assistant Vice President

Steve Branton

Senior Vice President and Advisor

Emily Kurisky

Assistant Vice President, Marketing & Communications

Amy Miller

SVP - Advisor

Bryan Stretton

Assistant Vice President

Uliana Rymar

Advisor, Assistant Vice President

Natalie Truty

Advisor, Vice President

Gail Harris

Senior Vice President

Rick Benschoten

Executive Vice President

Jay Frank

Senior Vice President

Michael Price

Vice President, Investments

Eric J.D.

Advisor SVP

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.