Lisa is dedicated to helping us provide an exceptional client experience. She enjoys fostering close relationships with the families and individuals we serve and helping ensure that they receive the highest level of attention and support.

Lisa has been in the financial industry since 1995 and joined Towne Wealth Management and Raymond James Financial Services, Inc in 2020. Her diverse skills in banking and client relations have led Lisa to being a valuable asset to our team.

The advisors at Towne Wealth Management and The Bray-Harris Group*, provide investment solutions to institutions, corporations, and high-net-worth clients. The team prides itself on understanding each client’s individual financial goals and needs to provide a custom-tailored investment solution.

Lisa attended Fairleigh Dickenson University. She is originally from New Jersey but resides in North Carolina now. When not in the office, Lisa enjoys spending time outdoors, the beach and time with family.

*The Bray-Harris Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.