Lisa Rucker Email & Phone Number
Senior Vice President, Financial Advisor @ Morgan Stanley
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Lisa Rucker Location
- Memphis, TN, US
Lisa Rucker Work
- Senior Vice President, Financial Advisor @ (April 2021 - Present)
- Senior Vice President Investments @ (January 2010 - April 2021)
- Financial Consultant @ (August 1981 - January 2010)
Lisa Rucker Education
- The University of Memphis 1981-1982
- University of Tennessee-Knoxville 1980-1981
Lisa Rucker Skills
- Financial Advisory
- Financial Services
- Risk Management
- Investments
- Retirement
- Investment Strategies
- Asset Allocation
- Fixed Income Strategies
- Life Insurance
- Annuity Sales
- Wealth Preservation Planning
- Multi-generational Planning
- Relationship Management
- Finance
- Retirement Planning
- Mutual Funds
- Fixed Annuities
- 401k Planning
- 401k Rollovers
- Securities Lending
- Series 7
- Series 63
- Marketing
- Multi Generational Planning
- Sales
- Financial Reporting
- Business Analysis
- Business Development
Lisa Rucker Summary
- Lisa Rucker, based in Memphis, TN, US, is currently a Senior Vice President, Financial Advisor at Morgan Stanley. Lisa Rucker brings experience from previous roles at Rucker Wells Group of Wells Fargo Advisors and Morgan Stanley Smith Barney. Lisa Rucker holds a 1981 - 1982 The University of Memphis. With a robust skill set that includes Financial Advisory, Financial Services, Risk Management, Investments, Retirement and more. Lisa Rucker has 2 emails and 1 mobile phone numbers on RocketReach.
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