Lisa Fentress, CFP®, AAMS®
Designations and Licenses
Lisa is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Asset Management Specialist.
Experience and Education
For more than two decades, Lisa has been providing customized wealth management and investment solutions to individuals and families, helping them plan for their financial goals. She specializes in working with medical professionals, helping them to realize their individual vision for their lifestyle and legacy.
Prior to joining Mariner Wealth Advisors, Lisa was a wealth advisor for the Cedar Brook Group. Lisa began her career in finance in 1999 with Legg Mason and was also a financial advisor and an investment advisor representative for Wachovia Securities, LLC. In addition, Lisa was formerly an investment advisor representative of Coulter Financial Advisors, Inc.
Lisa has a bachelor’s degree in geology from the College of Wooster in Ohio.
Lisa currently serves on the membership committee for Impact of the Palm Beaches, and volunteers for Habitat for Humanity and Big Dog Ranch. Previously she served on The Professional Advisory Group with the Planned Giving Councils of Palm Beach, the Children’s Home Society, Place of Hope and The Scripps Research Institute. Lisa is a mixed doubles tennis player. She enjoys boating, art and jewelry. To relax, Lisa is a lifelong yoga student, an avid reader and a creative cook. She still maintains her passion for science through her continued studies of medicine and health.