Client Service Specialist
lsallese@merceradvisors.com
Lisa’s background in client services is a natural fit due to her attention to detail and exceptional communication skills. She enjoys the connection with clients as well as colleagues. Her focus is utilizing her skillset to assist client from all walks of life in achieving their goals. Lisa joined Mercer Advisors via the Singh Advisory acquisition in November of 2023. Prior to her employment with Singh Advisory, she was employed by Edward Jones Investment for 12 years. She enjoyed being a mentor to new employees as well as assisting current employees with troubleshooting issues and streamlining processes. Outside of work, Lisa enjoys long walks, staying fit and anything creative including her newest challenge, quilting. The focus and organization required to be a quilter is right in line with the attention to detail she exhibits in all areas of her life.
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