How I Can Help You
Lisete plays a key role in supporting clients throughout the financial planning process. She works closely with Peter Manning to deliver a highly customized experience in helping clients navigate important financial decisions. Lisete assists with account onboarding and maintenance, trading and distribution planning and processing. She is committed to ensuring each client receives attentive and responsive service.
What Makes Me Knowledgeable
With more than 30 years of experience in operations management within the financial services industry, Lisete brings deep expertise to her role. She holds several FINRA securities registrations, including Series 6, 7, 24, 53, and 63 held with LPL Financial, demonstrating a strong command of industry standards and practices.
Getting to Know Me
Lisete has been a member of the team since 2012. She earned her Bachelor of Arts degree from Salve Regina University, in Newport RI, graduating cum laude. In her free time, she enjoys traveling, reading, and spending time with friends and family (including her French Bulldog, Brock and Labrador Retriever, Daisy.) She is an avid Boston sports fan, never missing a chance to cheer on the New England Patriots or the Boston Bruins.
