Lisa Heffley

Lisa has worked in the financial services industry for over 30 years. She graduated from The University of Pittsburgh with a Bachelor’s of Science degree in Business Administration and Psychology. Her experience in financial services includes holding various management positions in the areas of sales support and marketing, research, administration, and operations with several Fortune 500 companies. Lisa started her career with Raymond James Financial in the Retirement Accounts department, moving into management positions in the Shareholder Services area.  She has worked as a business analyst for The Guardian Life Insurance Company, as Director of Licensing and Commissions for Aegon, and Director of Competitive Intelligence for Western & Southern Life’s Annuity Division.

Prior to joining Advantage Investment Management, she also worked as an independent consultant focusing on market intelligence for top life insurance companies. Lisa has been with Advantage Investment Management since 2013, working with advisors in the areas of investment research, portfolio review and analysis, administration, and operations and sales support. Lisa holds series’ 7, 63, and 65 FINRA registrations in addition to her Chartered Financial Consultant (ChFC) designation from the American College of Financial Services. She is licensed as a life insurance agent in the state of Kentucky. Utilizing her experience and expertise, Lisa is now focused on helping clients achieve their financial goals.

In her spare time, Lisa enjoys playing USTA league tennis, pickleball, yoga, and fitness walking. She is on the Board of Trustees and the Investment Committee of The Temple in Louisville, KY.