Lisa Roll

Lisa Roll Email and Phone Number

Managing Principal at Salmon Creek Wealth Management, LLC @ Salmon Creek Wealth Management, LLC
Lisa Roll's Location
Merry Hill, North Carolina, United States, United States
About Lisa Roll

In this world, there are givers and there are takers. Which one would you rather have for a financial advisor? My husband Tom and I created Salmon Creek Wealth Management (SCWM) to give MORE to the people we serve. More investment options, more world-class resources, and more heart than you’ll find anywhere else. With over 25 years of providing compassionate - and creative - financial advice, I’m privileged to say many of my client relationships have transformed into multi-generational friendships. As a lifelong learner, I’ve acquired several securities licenses, become a Fundamental Choice Portfolio Manager, and earned the Chartered Retirement Planning Counselor (CRPC®) designation to give back even more to my clients.Giving back extends farther than just financial advising for me. When Tom and I adopted our daughter through the Foster Care System in 2005, our lives changed forever. I’ve been committed to helping foster kids ever since by establishing the Helping Hearts Family Foundation, which helps local foster care families in NC, as well as fervently supporting CASA SHaW (Court Appointed Special Advocates of Somerset, Hunterdon, and Warren Counties) and the North Carolina Guardian ad Litem program as a volunteer advocate. With both our daughter & son now in adulthood, I’m enjoying empty-nester activities like crafting in the pottery studio (my favorite outlet), hunting for seashells on the beach, and keeping honeybees with Tom!This information is intended for use by residents of CA, CT, DE, FL, MA, MD, MO, NC, NJ, NV, NY, PA, RI, SC, VA, and WI only. Please contact me by email at lisa.roll@wfafinet.com or by phone at 252-415-1411. I cannot respond to messages through LinkedIn./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Lisa Roll's Current Company Details
Salmon Creek Wealth Management, LLC

Salmon Creek Wealth Management, Llc

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Managing Principal at Salmon Creek Wealth Management, LLC
Lisa Roll Work Experience Details
  • Salmon Creek Wealth Management, Llc
    Managing Principal
    Salmon Creek Wealth Management, Llc

Frequently Asked Questions about Lisa Roll

What company does Lisa Roll work for?

Lisa Roll works for Salmon Creek Wealth Management, Llc

What is Lisa Roll's role at the current company?

Lisa Roll's current role is Managing Principal at Salmon Creek Wealth Management, LLC.

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