Lisa Hemby

High Net Worth Financial Advisor | Wealth Management | Retirement Planning | Tax-Efficient Strategies

Role
Financial Advisor, Senior Associate at Vanguard
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lisa Hemby

Lisa is a dedicated financial advisor serving high-net-worth individuals and families, with a focus on preserving wealth, minimizing taxes, and building lasting legacies. With over 15 years of experience, she specializes in delivering customized strategies aligned to clients’ long-term goals, often collaborating with estate attorneys, CPAs, and fiduciaries. Her mission is to bring clarity and confidence to complex financial lives.

Experience

  1. Financial Advisor, Senior Associate

    Vanguard

    Nov 2024 — Present

Education

  • Pitt Community College

    Associate of Arts and Sciences - AAS, General Studies

    2006 — 2008

  • Walden University

    Public Administration (MPA Courses)

    2010 — 2012

  • University of North Carolina at Greensboro

    Bachelor's degree

    2008 — 2010

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Lisa Hemby — Financial Advisor, Senior Associate at Vanguard in Charlotte, NC, US | Unifers