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 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™ (CFP®) certification in 2021, after completing the certification education program through the College for Financial Planning®. Lisa holds Series 7 and Series 66 securities licenses.