Lisa Martinez

Investment Adviser at FamilyWealth Advisers

Lisa is an Investment Adviser under the supervision of FamilyWealthTM’s Lake Mary, FL branch office. She has built her career centered on creating strong relationships throughout the financial industry in order to deliver meaningful service and value to her clients. With a strong background fixed life and annuity products, Lisa has developed a full set of skills to assist clients with their wealth planning and management needs.

Timeline

  • Investment Adviser

    Current role