Lisa McLinden

Client Relationship Manager @ Liberty Point Advisors | Problem Solving, Communication

Role: Client Relationship Manager at Liberty Point Advisors
Location: Vineland, NJ, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Lisa McLinden

Liberty Point Advisors relies on my expertise as a Client Relationship Manager to foster strong client connections and deliver tailored solutions. With over 7 years in this role, I focus on communication, problem-solving, and maintaining a client-centered approach to support organizational goals. My professional journey spans more than 10 years in client relationship management and administrative roles, including key contributions at Ameriprise Financial Services and South Jersey Industries. I am passionate about ensuring seamless client experiences and problem-solving with precision and professionalism.

Experience

Client Relationship Manager
Liberty Point Advisors
Feb 2019 — Present · Vineland, NJ, US
Develop and maintain strong client relationships in the financial planning sector, ensuring personalized service. • Translate complex financial goals into actionable strategies, enhancing client understanding and engagement. • Fostering a results-driven client experience.

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@•••••.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Liberty Point Advisors

Financial Services · 11 employees · Founded 2017 · Vineland, New Jersey, United States

For over 20 years, our team at Liberty Point Advisors has accompanied clients through the journey of life, supporting and advising them as they strive to achieve their financial goals. We partner with our clients and guide them so they can use their financial resources to live life the way they desire, give back to their community, and leave a lasting impact for future generations. Securities offered through LPL Financial, Member FINRA & SIPC. Liberty Point Advisors is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.