Lisa Britt Email & Phone Number
Wealth Management Advisor
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Lisa Britt Location
- Louisville, KY, US
Lisa Britt Work
- Wealth Management Advisor @ U.S. Bancorp Advisors (February 2026 - Present)
- Wealth Management Advisor @ U.S. Bancorp Investments, Inc. (August 2012 - February 2026)
- Senior Vice President, Financial Advisor @ (June 1993 - August 2012)
Lisa Britt Education
- North Carolina State University
Bachelor of Arts (BA) (cum laude, Business Management and Economics)
Lisa Britt Skills
- Services
- * Business Planning
- Retail Banking
- Insurance
- Wealth Management
- Microsoft Excel
- Consumer Lending
- Business Analysis
- * Insurance Capabilities for Individuals and Businesses
- *Financial Planning
- * Qualified Retirement Plans
- Series 7
- Investments
- Retirement Planning
- Buy/Sell Agreements
- Financial Services
- Process Improvement
- * Business Planning Including Valuation
- Commercial Lending
- Finance
- * Insurance
- Banking
- Financial Analysis
- * Executive Benefits
- * Qualified Retirement
Lisa Britt Summary
- Lisa Britt, based in Louisville, KY, US, is currently a Wealth Management Advisor at U.S. Bancorp Advisors. Lisa Britt brings experience from previous roles at U.S. Bancorp Investments, Inc. and PNC Investments. Lisa Britt holds a Bachelor of Arts (BA) in cum laude, Business Management and Economics @ North Carolina State University. With a robust skill set that includes Services, * Business Planning, Retail Banking, Insurance, Wealth Management and more. Lisa Britt has 1 mobile phone numbers on RocketReach.
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