Profiel
Ms. Lisa M.
Wiseman is a Wealth Advisor at Keel Point LLC.
Ms. Wiseman began her career in the wealth management industry over 20 years ago at Merrill Lynch, and truly values the relationships with the families that she’s served over the years.
She graduated from Auburn University in 1991 with a Bachelor of Science in Business Administration, Finance.
Actieve functies van Lisa Wiseman
| Bedrijven | Functie | Begin |
|---|---|---|
Keel Point LLC
 Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Portefeuillebeheerder-Aandelen | 01-05-2015 |
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| Bedrijven in privébezit | 1 |
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Keel Point LLC
Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Finance |
