Lisa WisemanWealth Advisor

By March 23, 2016
: Huntsville, AL: https://www.linkedin.com/in/lisa-wiseman-753b0439

Lisa Wiseman is a Wealth Advisor at Keel Point. She began her career in the wealth management industry over 20 years ago at Merrill Lynch, and truly values the relationships with the families that she’s served over the years.

Lisa helps her clients navigate from the wealth-building phase of their lives to wealth distribution, and helps them to achieve their overall goals and objectives. She is very sensitive to the concerns about retirement income planning, helping clients maintain their lifestyle in retirement, as well as looking further down the road to legacy planning.

Lisa graduated from Auburn University in 1991 with a Bachelor of Science in Business Administration, Finance. She and her husband, Derek, live in Huntsville and have two daughters, Lauren and Camryn.