Baird's Financial Advisors in Sarasota, FLLisa Russo : Welcome to Baird
Lisa Russo - Sarasota, FL

Lisa Russo

Vice President
Private Wealth Management
Sarasota South Office
Phone: (941) 364-4567
Toll Free: (866) 792-7537
Fax: (941) 364-4550
Email Me
Baird
5259 South Tamiami Trail
Sarasota, FL 34231
Map/Directions
My Networks
LinkedIn

My Profile


Industry Experience
  • Has been a Financial Advisor since 2001
  • FINRA Registered Representative
  • Life, Long-Term Care, and Annuity Insurance licensed in CA, CT, FL, GA, KS, MA, MI, NC, NH, NJ, NY and VA
  • Business Owner 1987 - 1998
  • Licenses: Series 63 & 66
Education
  • Bachelor of Arts - Florida State University 1977
  • Masters of Business Administration – University of South Florida 1987
Community Affiliations
  • Lisa serves as Vice-President of the board of the Johnson Singer Foundation, an independent, private family foundation, and is involved in charitable giving and philanthropic planning. She is also a member of Sarasota Architectural Foundation and Fast Friends Greyhound Adoption. A Sarasota native, Lisa's interests include mid-century modern architecture, yoga, boating and travel.
Professional Recognitions
  • Recognized by Sarasota Magazine in 2010 & 2012 as a Top-Scoring Wealth Manager Highest in Overall Client Satisfaction
  • Qualified to attend Barron’s Winners Circle Top Women Advisors Summit 2008 - 2015


40 Carrots Firefly Gala, March 2015

 

LisaRussoCarrotsBairdResized.jpg

 

 

Conservation Foundation of the Gulf Coast's Palm Ball, February 2015


PalmBall2015_1.jpg PalmBall2015_2.jpg

 

 

Barron's Winner's Circle Top Women Advisors Summit, West Palm Beach, FL, December 2014

LisaRussoBarronBaird.jpg


Boys & Girls Club, November 2014


Russo_BoysandGirlsClub.jpg

 

 

Sarasota Rugby, October 2014

 

LisaRussoRugbyBairdResized.jpg

A holistic approach to wealth management

Robert W. Baird and Co. does not offer tax or legal advice.
Consideration for inclusion in The FIVE STAR Wealth Manager - Overall Satisfaction program includes an analysis of peers' and firms' responses to a satisfaction survey. Only wealth managers with five years of experience in the financial services industry are considered. Additionally, the wealth managers who have made the list are required to certify that their license(s) has never been suspended or revoked by a regulating authority (e.g., FINRA or other regulatory agency) and that they have not had more than three customer complaints filed against them with a regulating authority where at least one complaint resulted in a settlement payment by them.

The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services nor should it be inferred that the responses used from the survey represent the experience of all clients. Past performance does not guarantee future success.

TODAY'S MARKETS



QUICK QUOTE

pp:25 mp: 433