Lisa Esteves-Dixon

Lisa esteves-dixon

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location of Lisa Esteves-DixonInverness, Florida, United States
  • Timeline

  • About me

    CERTIFIED FINANCIAL PLANNER ™ ; Vice President, Investments at Raymond James

  • Education

    • The mary louis academy

      1983 - 1987
      High school and regents diploma
    • St. john's university

      1987 - 1989
      Associates degree computer science

      I got a degree in computer science

  • Experience

    • Invest financial

      Sept 2001 - Mar 2014
      Investment executive

      My responsibilities included helping people reach their retirement dreams by implementing retirement plans and helping them stay focused on their short and long term goals.

    • Raymond james

      Apr 2014 - now
      Vice president, investments

      Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request forinformation may be delayed. Please note that not all of the investments and services mentioned areavailable in every state. Investors outside of the United States are subject to securities and taxregulations within their applicable jurisdictions that are not addressed on this site. Contact yourlocal Raymond James office for information and availability. Please follow this link to additionaldisclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPCCertified Financial Planner Board of Standards Inc. owns thecertification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registeredCFP (with flame design) in the U.S., which it awards to individuals who successfullycomplete CFP Board's initial and ongoing certification requirements. Show less

  • Licenses & Certifications

    • Certified financial planner ™

      Certified financial planner board of standards, inc
      Jul 2015
    • Certified plan fiduciary advisor

      Napa
      Jan 2020
  • Volunteer Experience

    • President of Board of Directors

      Issued by Citrus County Children's Advocacy Center on Mar 2020
      Citrus County Children's Advocacy CenterAssociated with Lisa Esteves-Dixon