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Fifth Third Investment Team LisaBeth Thiessen
Investment Executive
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 6:00 PM |
| Saturday | 9:00 AM - 1:00 PM |
| Sunday | Closed |
Tyvola
225 South Sharon Amity Road Charlotte, NC 28211 USAbout LisaBeth
Serving the Charlotte area, LisaBeth provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, LisaBeth works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
I've been happily married for 12 years, and I am blessed with two wonderful children. My husband and I are orginally from the New York City area, but call Charlotte our home now. When I'm not helping my clients, I enjoy spending time with my family, traveling, entertaining, and enjoying my surroundings. I also have a passion for fitness and I am a Certified Core Barre Instructor with Carolina Pilates.
My personal commitment is to provide clients with customized services to help them meet their financial goals. After working with clients to identify and define their goals and needs, I develop strategies to help them meet their objectives. I meet with my clients periodically to make adjustments to their portfolios and re-define their needs as necessary to help keep them on track to achieve their long-term goals.
I have been in the Financial Services Industry since 2006, and I came to Fifth Third Securities in 2012. Prior to making the leap into this profession, I was an educator/therapist for almost 10 years. I bring a lot of my experience as an educator into the meetings with my clients as I feel knowledge equipts people to make informed, well-thought out decisions.
State University of New York, New Paltz, New York
Mercy College, Dobbs Ferry, New York
Mercy College, Dobbs Ferry, New York
- Series 7
- Series 66
- Life Insurance
Contact Me
About Fifth Third Securities
"With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to help preserve and grow your assets, protect your family, and allow you to create the lifestyle you want."
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- Financial InsightsThe Financial Insights helps keep you informed with relevant articles focused on the markets, investing, and person finance.
- Visit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.