Fifth Third Investment Team Lisa Miller
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 - 12:00 PM |
Sunday | Closed |
Union Centre
8975 Lakota Drive West West Chester, OH 45069 USAbout Lisa
Serving the West Chester area, Lisa provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Lisa works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
I have lived in the Northern Kentucky/Cincinnati area since 1998. When I’m not helping my clients, I enjoy spending time with my family, traveling, and sporting events.
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 Service Industry since 1999.
University of Kentucky, Lexington, Kentucky
- 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."
Learn MoreIndividual Investment Services
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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.