Jeffery Lisea

Jeff Lisea is a Wealth Client Financial Advisor based in Palm Beach, FL, fluent in both English and Spanish, specializing in serving high-net-worth clients. He collaborates with senior advisors to help deliver comprehensive wealth management strategies, with a focus on investment planning, portfolio construction, and risk-return analysis. Jeff supports the management of complex investment portfolios, including advisory accounts and customized solutions designed to help clients achieve their long-term financial goals.

Prior to his current role with Wells Fargo Advisors, Jeff spent nine years as a Private Wealth Portfolio Specialist within Wells Fargo Wealth Management, where he worked closely with high-net-worth clients to manage investment portfolios for advisory accounts, as well as fiduciary irrevocable and revocable trust accounts.

Jeff earned a Bachelor of Science in Business Administration from Middle Tennessee State University and a Master of Science in Finance from Florida Atlantic University.

Outside of work, Jeff is active in the local community, volunteering with organizations such as the Town of Palm Beach United Way. Originally from Tennessee, Jeff has called West Palm Beach home for over 15 years, where he enjoys raising his family and contributing to the community.