Lisa Windsor, CFP® is an Advisor in SEIA’s Virginia office and works with Tom West in the practice’s Financial Planning and Investment Management services. Her responsibilities include navigating intricate financial environments and tailoring financial strategies. As an experienced, committed advisor, Lisa’s thorough grasp of investment and financial planning tactics helps her focus on streamlining her clients’ financial lives and striving to meet their objectives and financial goals.
Lisa was named to the Advisors to Watch 100 Women 2025 list, an award created by AdvisorHub to recognize efficient and productive women advisors who have achieved scale without compromising their level of service while maintaining healthy growth. She has worked in the investment and financial planning industry since 2008, including 8 years as Vice President, Wealth Planner at Fidelity Investments. Prior, she was an Investment Counselor at T. Rowe Price and a Senior Credit Manager at Wells Fargo.
Lisa is a North Dakota native who currently resides in Northern Virginia with her husband, three kids, and two pups. She enjoys live music, painting almost anything, and enjoying downtime with her family.
Lisa received her Bachelor of Science from North Dakota State University in 2008. She earned her CERTIFIED FINANCIAL PLANNER® certification in 2021, after completing the certification education program through the College for Financial Planning®. Lisa holds Series 7 and Series 66 securities licenses.
The AdvisorHub 100 Women Advisors to Watch 2025 ranking, awarded in June 2025, was determined using AdvisorHub’s methodology, which is based on a 100-point scale and evaluates data on assets, households, and production across three categories: Scale (assets, production, and service quality), Growth (year-over-year change in assets, clients, and production), and Professionalism (regulatory record, community involvement, mentorship, and team composition). Participation is open to any qualifying advisor or team, with no fees for participation. Advisors may apply or be nominated. Eligible advisors must meet criteria including a minimum of $150 million in AUM, seven years of experience, two years at their current firm in good standing, and a clean regulatory record. SEIA’s Lisa Windsor was ranked #9 out of 100. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.