Lisa Conley, Financial Advisor

Focus Areas

  • Retirement income strategies
  • Divorce finances
  • Education savings strategies
  • Sustainable Investing
  • Wealth strategies
  • Employee stock options

About Lisa

I have a passion for helping clients achieve their financial objectives through personalized advice. My approach is rooted in understanding not just your finances, but who you are as an individual. By getting to know your unique situation, preferences and ambitions, we create customized financial strategies that align with your life goals and resonate with your values.

Having moved to London from Chicago almost 15 years ago, one of my areas of focus is helping US persons to invest wisely. I joined Edward Jones almost seven years ago after a long career in investment banking. I put that wealth of knowledge...

Work History

  • Edward JonesMay 2018 to Current

Personal Interests

  • Pickleball
  • Soccer
  • Social Responsibility
  • Spending Time with Family
  • Volunteering

Team Members

  • Sarah Backman
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More