Lisa Ardrey

Director, Planner Marketing - Wealth Planning at Edelman Financial Engines

Role: Director, Planner Communications - Wealth Planning at Edelman Financial Engines
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Advertising & MarketingView LinkedIn profile

About Lisa Ardrey

Forward-thinking, creative marketer with extensive experience delivering innovative…

Experience

Director, Planner Communications - Wealth Planning
Edelman Financial Engines
Sep 2024 — Present · Charlotte, NC, US

Education

Winthrop University
BA, Marketing
1985 — 1989

Skills

Series 7
Marketing Communications
Financial Services
Strategic Planning
Portfolio Management
Competitive Analysis
Relationship Management
Direct Marketing
Digital Media
Analytics
Retirement Planning
Internal Communications
Banking
Mutual Funds
Digital Marketing
Wealth Management
Retirement
Sales
Strategy
Investments
Marketing
Marketing Strategy
Budgets
Product Management
Social Media
Management
Team Building
Blogging

Contact information

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Work email
•••••@edelmanfinancialengines.com
Personal email
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Direct dial
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Current company

Edelman Financial Engines

Financial Services · 1.6K employees · Founded 1987 · Santa Clara, California, United States

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

edelmanfinancialengines.com

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About Lisa Ardrey

Experience

Director, Planner Communications - Wealth Planning

Education

Winthrop University

Skills

Find verified contacts for anyone on LinkedIn