Working With Us
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:
- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your financial future into focus today. Contact us to get started on a personalized investment plan.
Jeffery Lisea
Financial Advisor
Email Address
Jeffery.L.Lisea@wellsfargo.comPhone Number
(561) 820-1225Jeff 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.
More Than Investing
Comprehensive wealth management goes beyond selecting stocks, bonds or mutual funds, which is why we’ll work together to:
- Put in place strategies to help preserve your assets
- Pull in professionals to help ensure your estate plan is in place and updated
- Refine your plan as needed to help ensure your needs are met and your goals are achievable
Your Wealth. Our Focus.
We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being. We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.
Our Only Goal Is Helping You Reach Yours
We lean into globe-spanning resources and advanced analysis while working in tandem with outside professionals to develop a strategy worthy of your wealth.
Our Commitment to You
PALM BEACH Office
1Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.
2Variable annuities are long-term investments appropriate for retirement funding and are subject to market fluctuations and investment risk. Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; they do not guarantee an investment return or the safety of the underlying funds.