Lisa joined Yurkowski Financial in February 2024 as a Registered Administrative Assistant. Before joining Yurkowski Financial, Lisa spent twelve years with JPMorgan Securities and thirteen years with Merrill Lynch, Pierce, Fenner & Smith as a Registered Client Associate. She values building client relationships and providing exception customer service. Lisa enjoys listening to clients to address their needs and concerns in order to develop personalized solutions.
Lisa graduated from SUNY Oneonta with a Bachelor of Science in Business Economics.
Lisa holds the following licenses and certifications: Series 7, Series 6, SIE, Series 65, Series 63 held with LPL Financial. Life & Health Insurance License.
In Lisa’s down time, she enjoys off-Broadway theatre performances and raising funds for charities through walks/runs.