Lisa A. Puttick,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa A. Puttick, CFP®

Financial Advisor

Ameriprise Financial Services, Inc.

13500 Sutton Park Dr S, Ste 701
Jacksonville, FL 32224
(904) 821-0990

General

Lisa Puttick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Jacksonville, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Women's Finances

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Helpful Financial Planning Resources