Lisa More, Cfp®

Lisa More, Cfp® Email and Phone Number

Wealth Planning and Investment Professional @ Concord Financial Group
18756 Stone Oak Pkwy, Ste. 200, San Antonio,Texas 78258,United States
Lisa More, Cfp®'s Location
Wilmington, Delaware, United States, United States
About Lisa More, Cfp®

Wealth planning and investment professional with extensive experience in wealth management and investments. Proven background in the utilization of the spectrum of financial disciplines including investment advice, retirement planning, tax strategies, wealth preservation, charitable giving, and estate planning. Recognized for success in attracting and retaining a diverse client base and managing high performance dedicated teams.Outside of work, enjoys exploring the great outdoors - especially when it includes hiking, birding, and water activities with family and friends. Securities and advisory services offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth Management’s overall opinion. For important disclosure information, please visit: https://brileyfin.com/disclosures#wealth-management-disclosures.

Lisa More, Cfp®'s Current Company Details
Concord Financial Group

Concord Financial Group

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Wealth Planning and Investment Professional
18756 Stone Oak Pkwy, Ste. 200, San Antonio,Texas 78258,United States
Website:
concordfinsvcs.com
Employees:
11
Lisa More, Cfp® Work Experience Details
  • Concord Financial Group
    Wealth Management Advisor
    Concord Financial Group Jan 2022 - Present
    Wilmington, Delaware, United States
    View
  • Wells Fargo
    Senior Vice President/Senior Investment Strategist
    Wells Fargo Sep 2010 - Oct 2020
    Wilmington, De
    - Advised individual and institutional clients regarding their wealth management needs- Recognized for building trusted alliances with both internal and external partners- Consistently achieved investment portfolio outperformance- Exceeded sales goals yearly
    View
  • Wilmington Trust
    Vice President & Director - Fixed Income Management
    Wilmington Trust Nov 2008 - Sep 2010
    Wilmington, Delaware
    - Oversaw new business development, client services, and client retention within the wealth management fixed income division
    View
  • Wilmington Trust
    Vice President & Managing Director - Municipal Bond Management
    Wilmington Trust Apr 1999 - Nov 2008
    Wilmington, Delaware
    - Oversaw and managed over $2 billion tax-exempt fixed income portfolios within the fixed income division
    View

Lisa More, Cfp® Education Details

Frequently Asked Questions about Lisa More, Cfp®

What company does Lisa More, Cfp® work for?

Lisa More, Cfp® works for Concord Financial Group

What is Lisa More, Cfp®'s role at the current company?

Lisa More, Cfp®'s current role is Wealth Planning and Investment Professional.

What schools did Lisa More, Cfp® attend?

Lisa More, Cfp® attended University Of Delaware - Lerner College Of Business And Economics, University Of Delaware - Lerner College Of Business And Economics.

Who are Lisa More, Cfp®'s colleagues?

Lisa More, Cfp®'s colleagues are Kate Babina, Donnie Morton.

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