Lisa Fiorenzo joined Legacy Financial in May of 2003, and has been instrumental in positioning Legacy Financial as a compliant approved efficiently operated at this branch location of LPL Financial. She acts in an administrative support role for all LPL Financial Advisors and as a liaison between LPL Financial Advisors and their clients.
Duties and Responsibilities include: Schedule initial and follow-on appointments for clients to meet with financial advisors; Answer general client questions about account activity and status; Help financial advisors open new accounts by entering and updating client information, accurately processing required forms, and following up with clients and financial advisors to ensure accuracy and completeness of all paperwork; Maintaining a FINRA compliant filing system and accomplishing administrative tasks as needed by registered representatives.
Lisa is a native of Erie. In her free time she enjoys spending with her four children; RJ, Nicole, Matt, & Keith as well as enjoying Presque Isle beaching and boating.