Lisa Stanes Email and Phone Number

My primary role is to be a single point of contact for high net worth clients' investment, planning, and guidance needs. This includes retirement, non-retirement, brokerage, business and cash management accounts.

Provided strategic direction and stewardship on brand development, market positioning and sales growth within the state of Florida. Engineered multi-faceted programs to build both brand equity while achieving measureable traffic-driving results through community organizations and events.

Developed and executed strategic co-op marketing and brand management plans to establish Sonic as a local brand in emerging markets while delivering on corporate financial objectives.