Lisa Lacross-Courtney's Location
Detroit, Michigan, United States
Lisa Lacross-Courtney's Work
- Director, Financial Planning @ Edelman Financial Engines
- Financial Advisor and Senior Portfolio Advisor @ Merrill Lynch
- Financial Advisor @ PNC
- Financial Advisor and Investment Advisor Representative and Financial Planner and Office Manager @ Courtney Retirement & Investment Services
- Branch Office Manager and Financial Advisor and Financial Planner @ Courtney Retirement & Investment Services
- Branch Office Manager and Financial Paraplanner @ Courtney Retirement & Investment Services
- Financial Paraplanner and Compliance Manager @ Courtney Retirement & Investment Services
- Retirement Plan Sales Assistant @ Courtney Retirement & Investment Services
Lisa Lacross-Courtney's Education
- College of Financial Planning
Accredited Certificate Program
2014 - 2015 - University of Phoenix
Attended no Degree Conferred
2014 - 2015 - University of Phoenix
Attended no Degree Conferred
2001 - 2003
- Alpena Community College
Attended no Degree Conferred
1991 - 1992 - American InterContinental University
Attended no Degree Conferred
1989 - 1990 - Concordia College - Ann Arbor
Attended no Degree Conferred
1986 - 1988 - Alpena High School
High School Diploma/GED
1983 - 1986
Lisa Lacross-Courtney's Skills
- Wealth Planning
- Wealth and Investment Management
- Insurance Strategies
- Investments
- Financial Advisory
- Customer Service
- Finance
- Team Building
- Investment Strategies
- Public Speaking
Lisa Lacross-Courtney's Summary
Lisa Lacross-Courtney, based in Detroit, Michigan, United States, is currently a Director, Financial Planning at Edelman Financial Services, bringing experience from previous roles at Merrill Lynch, PNC and Courtney Retirement & Investment Services. Lisa Lacross-Courtney holds a 2014 - 2015 Accredited Certificate Program @ College of Financial Planning. With a robust skill set that includes Wealth Planning, Wealth and Investment Management, Insurance Strategies, Investments, Financial Advisory and more, Lisa Lacross-Courtney contributes valuable insights to the industry. Lisa Lacross-Courtney has 1 email on RocketReach.
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