Lisa Doche, CPWA®, is a Family Wealth Advisor and Managing Director at Robert W. Baird & Co. With over 42 years of experience in financial services, they focus on providing an experienced approach to investments and financial planning for high-net-worth families. Previously, Lisa served as a Managing Director at Wells Fargo Advisors, where they managed the financial affairs of select families, addressing the Four Cornerstones of Wealth Management. They hold a Bachelor of Business Administration in Finance from Texas Tech University and obtained the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute. Lisa has also been recognized as a Premier Advisor within Wells Fargo Advisors and ranked as a Forbes Best in State Wealth Advisor.
This person is not in the org chart
This person is not in any teams
This person is not in any offices