LISA PETTIS | QKA, CPFA
ASSOCIATE DIRECTOR OF CLIENT SERVICE
FOR GROUP RETIREMENT PLANS
(610) 524-8266, x102
Lisa joined the company in 2017 and focuses primarily on 401(k) retirement plan consulting. She gets great satisfaction from assisting her clients and providing retirement benefits to their employees.
Prior to joining A.P. Lubrano and Company, Inc., she was a 401(k) Retirement Specialist working directly with advisors, investment firms, and third party administrators. In these previous roles, Lisa was responsible for managing Client Service Managers who were responsible for working with the Human Resources Department and Investment Committee Members with the daily management of their retirement plan.
Lisa joined this industry in 2005 upon earning her Bachelor's in Accounting and Master's in Business Administration from Troy University.
She maintains the Series 7, 63 and 65 securities registrations.
Lisa resides in Mobile, Alabama and enjoys golf, boating, and spending time with family.