Lisa Clifford

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Member for 9 months
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Member Description

I am fortunate to have the opportunity to work as part of a highly qualified team of local professionals to help successful individuals create a plan to achieve their goals and help simplify the complexities of wealth.

I am dedicated to providing clients with comprehensive wealth management services and the highest level of personal service and attention. My expertise lies in working with business owners to help create a succession plan and share strategies to grow and ultimately transition their business. I am committed to working with nonprofit organizations to help them fulfill their fiduciary responsibility through sound investment guidance and we support their charitable mission.

As part of Key's Family Wealth team, I have the privilege of helping our clients preserve and grow their wealth across generations through insightful planning that is uniquely tailored to their situation and share guidance from our dedicated advisory team.

Specialties: Business owners and corporate executives, multigenerational wealth, non profit investment management