Lisa comes to Veritas Wealth Advisors with over 14 years of experience in the financial services industry. She has been a Client Services Associate, Institutional Trading Assistant and Operations Manager at established firms such as Herzog, Heine & Geduld, UBS Paine Webber and TradeStation Securities. Lisa has knowledge and experience in operations, client relations, compliance, and staff management/training. Lisa is a Registered Representative with Cambridge Investment Research Inc. who is Series 7, 63 and 3 licensed; she is of Italian and Cuban descent and is fluent in English and Spanish.
Lisa has lived in Ft. Lauderdale since 2002 and she enjoys traveling and serving at her church.