Lisa Grimes, Cfp® Email & Phone Number
@cookefg.com
LinkedIn matched
Who is Lisa Grimes, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Lisa Grimes, Cfp® is listed as Senior Vice President, Wealth Advisor at Cooke Financial Group at Sanctuary Wealth, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at cookefg.com and a matched LinkedIn profile for Lisa Grimes, Cfp®.
Lisa Grimes, Cfp® holds Bs, Finance from Indiana University-Purdue University At Indianapolis.
Email format at Cooke Financial Group at Sanctuary Wealth
This section adds company-level context without repeating Lisa Grimes, Cfp®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Lisa Grimes, Cfp®. Compare company email patterns before reaching out.
About Lisa Grimes, Cfp®
For over two decades I have had the pleasure of being a member of the Cooke Financial Group of Sanctuary Wealth. Founded in 1969, the Cooke Financial Group offers a distinctive blend of professional investment consulting and wealth management consulting services. With more than 200 years of combined experience in the financial services industry, the Cooke Financial Group brings together a wide range of product knowledge to help you prosper in today’s investment environment. Backed by the resources of one of the nation’s largest brokerage firms, we use advanced technology and investment products and services to help you pursue your dreams throughout your life. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WY, TX, AL, AR, DC, IA, ID, KS, KY, MD, ME, MS, MT, ND, NH, NM, NY, OK, SD, UT, WY only.
Listed skills include Investments, Mutual Funds, Retirement, Retirement Planning, and 4 others.
Lisa Grimes, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Lisa Grimes, Cfp® work experience
A career timeline built from the work history available for this profile.
-
Senior Vice President, Wealth AdvisorOur independent, objective, and unbiased approach seeks only to identify the best possible investment solutions for your goals and objectives. Whatever your needs, we will constantly represent your interests and help you maximize your financial potential. We are completely unrestricted in our choice of investment options for your family. Furthermore, because our practice is primarily fee-based, our compensation tracks your portfolio's performance.Managing your investments is just one important part of what we do. We will help your family develop an integrated investment plan designed to achieve all of your goals and objectives.
Lisa Grimes, Cfp® education
Frequently asked questions about Lisa Grimes, Cfp®
Quick answers generated from the profile data available on this page.
What company does Lisa Grimes, Cfp® work for?
Lisa Grimes, Cfp® works for Cooke Financial Group at Sanctuary Wealth.
What is Lisa Grimes, Cfp®'s role at Cooke Financial Group at Sanctuary Wealth?
Lisa Grimes, Cfp® is listed as Senior Vice President, Wealth Advisor at Cooke Financial Group at Sanctuary Wealth.
What is Lisa Grimes, Cfp®'s email address?
AeroLeads has found 1 work email signal at @cookefg.com for Lisa Grimes, Cfp® at Cooke Financial Group at Sanctuary Wealth.
Where is Lisa Grimes, Cfp® based?
Lisa Grimes, Cfp® is based in Indianapolis, Indiana, United States while working with Cooke Financial Group at Sanctuary Wealth.
What companies has Lisa Grimes, Cfp® worked for?
Lisa Grimes, Cfp® has worked for Cooke Financial Group At Sanctuary Wealth.
How can I contact Lisa Grimes, Cfp®?
You can use AeroLeads to view verified contact signals for Lisa Grimes, Cfp® at Cooke Financial Group at Sanctuary Wealth, including work email, phone, and LinkedIn data when available.
What schools did Lisa Grimes, Cfp® attend?
Lisa Grimes, Cfp® holds Bs, Finance from Indiana University-Purdue University At Indianapolis.
What skills is Lisa Grimes, Cfp® known for?
Lisa Grimes, Cfp® is listed with skills including Investments, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Securities, Financial Advisory, and Strategic Investment Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial