Sampson Sipe Ericsson Wealth Management Group
of Wells Fargo Advisors

Biography

Contact Information:

phonePhone

661.637.2672

Lisa Well

Marketing Client Associate

Lisa manages and oversees the group’s client and prospect/community communications and outreach. This includes scheduling the many educational workshops and client briefings we sponsor each year. Topics typically include Cybersecurity, Social Security Claiming Strategies, Medicare Basics, Estate, Retirement and Investment Planning as well as others. Lisa also ensures the distribution of timely Wells Fargo Investment Institute Reports to our clients and friends.
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