Lisa McNeice brings a diverse and successful career in financial services, grounded in strong office operations expertise and a client-first mindset. She earned a Bachelor’s degree in Management with a concentration in Psychology from the University of Rhode Island, a foundation that informs both her operational precision and her people-focused approach.
As New Business Coordinator in our Fort Myers office, Lisa supports financial advisors and their clients to deliver a consistently excellent service experience. She oversees a range of office operations and provides executive assistant support to the firm’s CEO, helping ensure the day-to-day work of the practice runs smoothly and professionally.
Outside the office, Lisa enjoys time with her husband, children, grandsons, and two cats. She also loves traveling, discovering new restaurants, and relaxing with a good Netflix series.