Lisa Malaspine

Private Wealth Senior Client Manager

Orlando, FL

Lisa is QTR’s Private Wealth Senior Client Manager. She has been in financial industry since 1998. She started her career in New Jersey and moved to Lake Mary, Florida in 2004. Lisa provides and coordinates all outgoing client service including opening, servicing and maintaining accounts. She handles financial reporting issues and assists in targeting special needs situations. Lisa works to provide an unmatched level of client service.

3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326

770.350.8700
info@bisonholdingsllc.com

Advisory services are provided through Bison Wealth, LLC. Securities are offered through Metric Financial, LLC, member FINRA and SIPC. Bison Wealth is not affiliated with Metric Financial, LLC (FINRA.org, SIPC.org). More information about Bison Wealth, LLC and its fees can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224. Bison Wealth, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. Check the background of this investment professional on FINRA’s BrokerCheck.