Sr. Client Service Specialist
FPQP®
lbutler@merceradvisors.com
Lisa’s passion is connecting with clients so that they feel confident in her expertise and in her understanding of their values. She received her Bachelor’s degree from Belmont University. Lisa began her career in the financial services industry in 2008 working as a client service associate for HawsGoodwin Wealth in Franklin, TN. She holds a Financial Paraplanner Qualified ProfessionalSM designation which enables her to focus on the practical applications of estate, tax, retirement, insurance and investment planning. Lisa ensures that all client service requests are thoroughly executed for the team. She is a volunteer with Retrieving Independence, which trains service dogs and is on the advisory board of the local chapter of Dress For Success. Lisa enjoys spending time with her grandson and playing golf.
Learn more about connecting the dots of your financial life.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2023 Mercer Global Advisors Inc. All rights reserved.
If you have questions related to our terms and conditions please email [privacy (at) merceradvisors (dot) com]. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.