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Lisa Stallings

Director of Client Service

About Lisa

Lisa is the Director of Client Services at Atlantic Edge Private Wealth Management in Jacksonville, Florida.


With over a decade of experience in financial services, she excels in client service and relations, showcasing a deep passion for understanding the people behind our portfolios. When becoming a new client, Lisa orchestrates the entire on-boarding process to ensure a comfortable transition. 
 

In her previous roles as Operations Manager and Senior Client Service Administrator at BDO Wealth, Lisa served high-net-worth clients, facilitated client requests, and supported her advisors. She was crucial in setting up and maintaining client accounts, scheduling reviews, and executing money transfers. 
 

Outside of the office, Lisa enjoys spending time with her husband Pat and daughter Chloe. Lisa loves attending live music events and is surely the life of the (office) party!

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