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I am dedicated to serving my clients as a trusted advisor with an in-depth understanding of their financial needs and challenges. I work with individuals, couples, families and businesses to provide rational and responsible investment advice tailored to their unique financial goals. During both "bull" and "bear" markets I keep the lines of communication open by providing knowledgeable updates about economic and market conditions and responding to phone calls and emails in a timely manner. I strive to build, manage, and preserve my clients' wealth with the utmost attention to detail and professionalism. This information is intended for use by residents of AK, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, VA, WA, and WI only.CA Insurance License # 0H03783Resident State: UT/*********/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.
The Thorpe Group Of Family Wealth Management
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Managing DirectorThe Thorpe Group Of Family Wealth Management Aug 2023 - PresentSt George, Utah, United States
Lisa Thorpe Skills
Frequently Asked Questions about Lisa Thorpe
What company does Lisa Thorpe work for?
Lisa Thorpe works for The Thorpe Group Of Family Wealth Management
What is Lisa Thorpe's role at the current company?
Lisa Thorpe's current role is CIMA® - Managing Director at The Thorpe Group of Family Wealth Management.
What is Lisa Thorpe's email address?
Lisa Thorpe's email address is li****@****ors.com
What is Lisa Thorpe's direct phone number?
Lisa Thorpe's direct phone number is +121823*****
What skills is Lisa Thorpe known for?
Lisa Thorpe has skills like Leadership, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Financial Analysis, Saving For Education, Strategic Planning.
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