Edward Jones - Financial Advisor: Lisa Ayotte

Edward Jones - Financial Advisor: Lisa Ayotte I help accomplished women and families simplify their financial lives so they can focus on what matters.

With 30+ years of experience, I guide executives and multigenerational families through major transitions with clarity, confidence, and purpose. I help accomplished women and families simplify their financial lives so they can focus on what truly matters. After more than 30 years in the financial
services industry, 26 of them with Edward Jones, I’ve learned that wealth is more than numbers. It’s

confidence, clarity, and the freedom to make meaningful choices. Many of my clients are women who lead demanding lives—executives balancing leadership and family, business owners with little time to plan for themselves,
or first-generation wealth builders navigating uncharted territory. They’ve worked hard to create something extraordinary, yet often carry the quiet worry
that the next generation won’t be ready to handle it. Some hesitate to share the full picture, wanting to preserve ambition and values along with wealth. I help bridge that gap, facilitating open conversations that honor family legacy while strengthening financial confidence across generations. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor® (CPWA®), I assist women executives, business owners,
and multigenerational families through life’s pivotal transitions—from stock options and business sales to retirement and legacy planning. I collaborate closely with clients’ attorneys, CPAs, and other professionals to coordinate a cohesive strategy that grows with them. Our team thrives on creating flow—a seamless experience built on proactive planning, clear communication, and genuine connection. Every plan we craft is designed to preserve and grow wealth while giving clients the confidence to live life on their terms. Outside of work, I’m fueled by travel, creativity, and family. My husband, Scott, and I love exploring new destinations with our three grown sons—or tackling
the next restoration project on our historic Heritage Hill home. If you’re ready to turn financial complexity into clarity and calm, let’s start a conversation. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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