Lisa Burton

Lisa joined CORE in 2016 and has worked in the financial services industry since 2013. As the firm’s Director of Client Services, she works first hand with clients on a wide array of client- focused tasks and transactions.

With her background in project management and her passion for serving others, Lisa enjoys her role as the main liaison for new clients in the on-boarding process. In addition to managing the account opening process, Lisa’s focus includes account maintenance, asset transfers, money movement and family office services for CORE’s high net worth individuals.

Lisa graduated from Auburn University with a Bachelors Degree in Human Sciences with a minor in Business Administration. Lisa is a former President for The Learning Resource Center of Polk County, Inc.