Advisor profile


My approach

Lisa Puttick - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Lisa Puttick - My approach photo

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Retirement Income Strategies
  • Tax Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Arts, Jacksonville University, Jacksonville, Florida

Interests

My family and I enjoy the many activities that our city has to offer:

  • Walking the beach at Hanna Park
  • Cheering for the Jacksonville Jaguars and the Jacksonville Jumbo Shrimp
  • Supporting the Friends of the Florida Theatre
  • Fishing in the nearby creeks and rivers

Community participation

Volunteer - Fort Caroline Athletic Association

Jacksonville University Mentor

Professional associations

  • Financial Planning Association

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.