financial strategies education planning financial advisor financial education radio host guest speaker@ Edward Jones
Worcester, Massachusetts, United States
Lisa Casillo, AAMS®
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Nova Southeastern University
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FlashIntel GPTLisa Casillo, AAMS(r), is a highly experienced Financial Advisor with 22.8 years of work experience. She specializes in leadership, customer service, finance, public speaking, and financial advisory. Based in the United States, Lisa is known for her expertise in managing and maintaining financial assets, advising clients on their financial goals, and advising them on their future financial goals. She is dedicated to helping clients transition through the stages of their lives and is highly regulated. With a background in various industries, Lisa is a valuable asset to any organization.
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About
As a Financial Advisor I am a conscious and careful steward of my client's financial present and future. I assist individuals and families manage and maintain their financial assets and then continue to assist with their wealth transfer in later years. When working with clients, I advise and counsel them on their current and future financial goals with confidence, care and discretion. I enjoy helping my clients transition through the stages of their lives. It's a privilege to help them during the possible challenges they face and also celebrate in the joys. As my industry is highly regulated we are unable to accept testimonials or letters of recommendations from clients or members of the community.
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financial strategies education planning financial advisor financial education radio host guest speaker
Financial Advisor
Financial Services
Lisa Casillo, AAMS®'s Professional Milestones
- Information Specialist (2001-01-01~2009-04-01): Delivered comprehensive data-driven insights for informed decision-making and business processes.
- Financial Advisor (2010-04-01~): Provided strategic financial insights to optimize business objectives and drive business growth.
Education
Skill
Leadership
Customer Service
Finance
Public Speaking
Financial Advisory
Strategic Planning
Investments
Roth Ira
Retirement Planning
Estate And Trust Accounts
Mutual Funds
Simple Ira
Fixed Income Investments
Business Retirement
Long Term Care
Sep Iras
401 Retirement Savings Plans
401k Rollovers
Common Stocks
Insurance
529 Savings Plans
Annuities
401k Options
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Scott Young
Owner, Bootleggers Rest. & Brewery
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Robyn Frederking, PMP, POPM
sr digital product owner at edward jones
Other Named Lisa Casillo, AAMS®
Frequently asked questions
We found 2 Lisa Casillo, AAMS®'s email addresses
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Lisa Casillo, AAMS® works for Edward Jones
Lisa Casillo, AAMS®'s role in Edward Jones is financial strategies education planning financial advisor financial education radio host guest speaker
Lisa Casillo, AAMS® works in the industry of Financial Services
Lisa Casillo, AAMS®'s colleagues are Barrett Feltmeier,Scott Young,Sean Hawksford
Lisa Casillo, AAMS®'s latest job experience is financial strategies education planning financial advisor financial education radio host guest speaker at Edward Jones
Lisa Casillo, AAMS®'s latest education in Nova Southeastern University
