Lisa Donelson

Lisa Donelson has more than 25 years of experience in the financial services industry. A member of Provenance Wealth Advisors since 2006, she manages the firm’s operational efficiency and compliance of regulatory policies and procedures. Lisa leads the firm’s operations department to help provide the day-to-day implementation and oversight for all aspects of the investment operational processes, controls, systems and environment. With her knowledge and understanding of compliance regulations, she is able to guide the firm’s compliance protocols effectively and ensure regulatory standards are met.

Lisa holds FINRA series 6,7,9,24 and 63 licenses. Before joining Provenance Wealth Advisors, Lisa began her financial career in Minneapolis, Minnesota and has worked in several operations and compliance positions with various firms. Her vast experience has enabled her to become well-rounded in this industry, ultimately finding a home with Provenance Wealth Advisors.