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LISA A. SOMERS • Vice President/Investments Lisa is a Financial Advisor with over 24 years experience in the financial services industry. Her associates, combined, have over 24 years experience. We believe the key to our success, and most importantly your success, and what separates us from the competition, is getting to know each client, their family, or their business. Our wealth management plans are tailored to each client's unique personal situation, allowing them to more fully focus on their personal and professional lives with greater comfort and security. We work every day to earn and maintain our clients' trust and confidence. Thanks again for visiting. We hope to hear from you soon.
Professional Experience Stifel, Nicolaus & Company, Incorporated - Vice President/Investments Bethlehem, PA - Sept 2009 - Present
UBS Financial
Services Inc. - Vice President - Investments
Prudential Securities,
Inc. - Financial Advisor
Dean Witter
Reynolds, Inc. - Account Executive
Education Bachelor of Science, Business Administration, Bloomsburg University
Licenses Series 7, General Securities Representative Life, Health, and Annuities Insurance Licenses: NJ, PA, VA
Personal Lisa resides in Bethlehem, Pennsylvania with her husband of 18 years Jerry.
Community Board Member, Greater Lehigh Valley Chamber of Commerce
Registered States AL, AZ, CA, CT, DC, DE, FL, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, SC, TX, VA, WA
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Stifel, Nicolaus & Company, Incorporated • Member SIPC and NYSE
1605
Valley Center Parkway • Suite 100 • Bethlehem, PA 18017
• (610) 317-4994 • (800) 292-8112 • (610) 317-4991 fax |
Investing involves risks, including the possible loss of principal invested.