Lisa M. DeStein, MBA, CFP®
Lisa is a Financial Strategist responsible for client financial strategy & counsel, comprehensive financial planning, & investment management. She received her Bachelor of Science degree from Bucknell University & her MBA from Cornell University. Lisa is a Certified Financial PlannerTM.
Prior to joining JoycePayne Partners, Lisa was a Vice President & Private Client Manager at US Trust, Bank of America Private Wealth Management, where she provided comprehensive wealth management to affluent families & business owners. Lisa has also held positions in Wealth Management at Legg Mason & as a financial analyst for various corporate & business units at Air Products & Chemicals.
Lisa lives in Center Valley, PA with her dogs, Rocco & Spanky.
Bachelor of Science, Bucknell University
Master of Business Administration, Cornell University