Lisa Disney is the Senior Operations Associate at Owenby Jones Wealth Management, LLC. In this role, her primary responsibility is ensuring that clients receive the best possible operational support by handling account inquiries, executing operational requests, and managing account maintenance and paperwork.
Prior to joining Owenby Jones Wealth Management, LLC, Lisa was a Senior Investment Associate at SunTrust Investment Services for over 10 years. She began her financial career in 1996 as a Sales Assistant with PaineWebber (now UBS Financial) and gained experience with Wachovia Securities (now Wells Fargo), AG Edwards and Alexander Key Investments.
She holds her Variable & Fixed Annuity Insurance Licenses with the State of Georgia and is a Registered Representative that holds Series 7 and 63 registrations with LPL Financial.
Lisa resides in Cumming, Georgia with her two sons, Michael and Bennett. She enjoys quality time with her sons and being at the ballfields watching them play baseball.