Lisa Reich
Lisa Reich Professional Experience
LRS Capital Group, Inc.
Wealth Advisor
Boynton Beach, FL : December 2022 - Present
E. Setauket, NY : June 2021 - December 2022
LRS Capital Group, Inc. - President
Voya Financial Advisors - Financial Advisor
E. Setauket, NY : February 2021 - May 2021
Mount Sinai, NY : January 2019 - January 2021
Nesconset, NY : February 2017 - December 2018
Royal Alliance Associates - Financial Advisor (2011 - 2016)
Oppenheimer & Co. Inc. - Associate VP Investments (2005 - 2011)
Morgan Stanley - Financial Advisor (1993 - 2005)
Education
B.S. - Bachelor of Science, State University of New York, Cortland
Credentials
· Series 7, General Securities Representative
· Series 63, State Law Securities Representative
· Series 65, Investment Adviser Representative
· Life, Annuity and Long Term Care Insurance Licensed
“Everyone's economic and life situation is unique. That is kept at the forefront of my mind when providing financial advice. I believe that personalized attention is essential when matching clients with suitable financial products and services. As an Independent Financial Advisor, I am dedicated to learning about the individual needs of each of my clients. Together, we then build an “investment roadmap” focused on those specific goals and objectives.
I understand my clients are in different stages of their “financial lives” as well: some might be purchasing a first home, while others may be planning for retirement. A financial plan must reflect an individual's personal or business situation, and so I work to highlight the security products and programs that better fit the specific needs of my clients. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated objectives, and ensure that each of my clients' portfolios are moving forward according to plan.”
Ms. Reich has had the pleasure of assisting primarily individual clients and small business owners with their financial needs for over 30 years. While the majority of her career was spent with Morgan Stanley as well as 6 years at Oppenheimer & Co., in 2011, she elevated her practice – for both her clients and her business – to the world of independence. Now, as part of Cetera Wealth Services, LLC, a member FINRA/SIPC and an investment adviser with Cetera Investment Advisers LLC, Ms. Reich is able to bring all her clients a wide variety of available investment programs. She welcomes you to raise your expectations as well. For a complimentary consultation, please contact the office:
LRS Capital Group, Inc.
Lisa Reich
Wealth Advisor
12839 Anthorne Lane
Boynton Beach, FL 33436
Office Phone: (561) 908-2342
Fax: (561) 908-2369
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Away from the business, Ms. Reich enjoys spending time with her family and friends, volunteering with animals in need, as well as participating in many sports.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.