Lisa Bordelon Email & Phone Number
Financial Advisor, AIF* AWMA* RICP* @ Bordelon Capital Wealth Management | Raymond James
Lisa Bordelon's Location
Dallas, TX, US
Lisa Bordelon's Work
- Financial Advisor, AIF* AWMA* RICP* @ Bordelon Capital Wealth Management | Raymond James
- Senior Vice President, Investments @ Raymond James
- Senior Vice President, AIF @ Morgan Keegan
Lisa Bordelon's Education
- Centenary College of Louisiana
Bachelor's degree (Liberal Arts)
1989 - 1993
Lisa Bordelon's Skills
- Investments
- Asset Management
- Banking
- Wealth Management
- Strategic Financial Planning
- Financial Analysis
- Strategic Planning
- Mergers and Acquisitions
- Finance
- Retirement Planning
Lisa Bordelon's Summary
Lisa Bordelon, based in Dallas, TX, US, is currently a Financial Advisor, AIF* AWMA* RICP* at Bordelon Capital Wealth Management | Raymond James, bringing experience from previous roles at Raymond James and Morgan Keegan. Lisa Bordelon holds a 1989 - 1993 Bachelor's degree in Liberal Arts @ Centenary College of Louisiana. With a robust skill set that includes Investments, Asset Management, Banking, Wealth Management, Strategic Financial Planning and more, Lisa Bordelon contributes valuable insights to the industry. Lisa Bordelon has 1 email on RocketReach.
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