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
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
Financial Advisor, Senior Associate
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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