Lisa Patton

As a Senior Client Service Manager for the Duff Team at Moneta, Lisa Patton strives to deliver “Raving Fan Service” by creating strong relationships with individuals and families. Serving as her clients’ first point of contact for their financial needs is a tremendous responsibility she approaches with the highest regard, whether it’s a simple or more complicated issue. Lisa finds great joy when she can “hear the smile in their voice” because she knows she provided an exceptional experience for that client.

Lisa joined the Duff Team at Moneta in 2003 after gaining more than a decade of valuable industry experience as a Para-Professional at PricewaterhouseCoopers and Arthur Anderson, as a Trust Tax Specialist at A.G. Edwards Trust Co. and as a Trust and Estate Paralegal at Husch & Eppenberger.

Lisa earned her B.S. in Business Administration with an emphasis in Finance at Southern Illinois University in Edwardsville.