Lisa Disney
Senior Operations Manager, LPL Registered Administrative Associate
Lisa Disney is the Senior Operations Manager 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.
Lisa holds Variable and Fixed Annuity Insurance Licenses in the State of Georgia. She is a Registered Representative with Series 7 and 63 registrations through LPL Financial, and also holds a Series 65 registration through Wealthcare.