Lisa Wiseman Email and Phone Number

Q: What company does Lisa Wiseman work for?

Lisa Wiseman works for keel point

Q: Which industry does Lisa Wiseman work in currently?

Lisa Wiseman works in the Financial Services industry

Senior Wealth Advisor at Keel Point

Lisa Wiseman's email is lwiseman@bluecreekip.com and Lisa Wiseman's phone number is +1913-663-1800 .

Lisa Wiseman Contact Details

lwiseman@bluecreekip.com

lisa.wiseman@mssb.com

Phone

+1913-663-1800

Lisa Wiseman Company Details

Company

Keel Point

Location

Huntsville, Alabama, United States

Website

keelpoint.com

Industry

Financial Services

Lisa Wiseman's Current Company

Keel Point

	Industry	Financial Services
	Location	Huntsville, Alabama, United States

	Industry	Financial Services
	Location	Huntsville, Alabama, United States

Click to view all details for Keel Point

Lisa Wiseman's Experience and Education

Work Experience

Morgan Stanley

Financial Advisor

2005-04 to 2015-04

New York, New York, United States

Merrill Lynch

Financial Consultant

1995-07 to 2005-04

New York, New York, United States

Keel Point

Senior Wealth Advisor

2015-05 to Unknown

Huntsville, Alabama, United States

Education

Auburn University

Bachelor Of Science in Finance

1989 to 1991

Auburn, Alabama, United States

Frequently Asked Questions about Lisa Wiseman

What company does Lisa Wiseman work for?

Lisa Wiseman works for Keel Point

What is Lisa Wiseman's role in his workplace?

Lisa Wiseman's role in his workplace is Senior Wealth Advisor .

Which industry does Lisa Wiseman work in currently?

Lisa Wiseman works in the industry Financial Services.

What is Lisa Wiseman's email address?

Lisa Wiseman's email address is lwiseman@bluecreekip.com

What is Lisa Wiseman's direct phone number?

Lisa Wiseman's direct phone number is +1913-663-1800

What schools did Lisa Wiseman attended?

Lisa Wiseman attended Auburn University.

What are some of Lisa Wiseman's skills?

Lisa Wiseman has skills like Alternative Investments, Series 63, Financial Advisory, Saving For Education, Retirement Planning, Portfolio Management, Investments, Investment Advisory, Asset Allocation, Financial Services, Wealth Management, Mutual Funds, Strategic Financial Planning, Investment Strategies, 401k Rollovers, Municipal Bonds, Series 65, Series 7, and 529 Plans.

Who are Lisa Wiseman's colleagues?

Lisa Wiseman's colleagues are Rob Burleson, Forrest Simmons, Charlene Masse, Clint Ward, Brittany Ryan, Kay Hughes, and Lyle Minton.

Who are Lisa Wiseman's peers at other companies?

Lisa Wiseman's peers at other companies are Kinjal Patel, Rob Burleson, Deborah Mcwilliams, Lisa Hallaian, Aaron Dues, Geoffrey Sargeant, and Eloy De La Garza.