Lisa New

About Lisa New

I believe in going above and beyond so clients enjoy their wealth rather than worry about it. In addition to having a robust portfolio of potential financial solutions, our team strives to offer proactive communication and white-glove service for a First Class experience. My commitment is centered in helping clients achieve their goals by making their needs and wants a priority, personalizing a goal-oriented plan from the start, tracking progress, and helping my clients succeed.Clients at various stages in their lives count on me to help them find ways to pursue their financial and life goals, including: The retirement lifestyle they envision Preparing for the cost of the best education possible for their children & grandchildren Wealth transfer to the next generation Establishment of their legacy through family foundations & philanthropy Diversifying business interests?As a follower of Jesus Christ, I believe we are called to love and serve all people, no matter their background, beliefs, affiliations or other. I am a member of Kingdom Advisors and help lead the Tyler Study Group of Merrill\'s Christian Focus Group.In addition to my professional work, I\'m a wife and mother. Our family resides in Bullard, TX- a beautiful & fast-growing community in the heart of East Texas. We give back to our community as a family. I am currently involved in non-profit organizations including The Bullard Education Foundation, Women\'s Fund of Smith County, Tyler Executive Women\'s Network, and Flint Baptist Church:• Could benefit from custom-tailored financial advice and investment management from a dynamic Wealth Management team• Are interested in an informed and objected second opinion on your current portfolio• Are a CPA or Attorney interested in providing a valuable resource for your clients• Are a community leader in East Texas and/or want to make connections with other community leaders• Would like to learn more about the Christian Focus Group at Merrill

Experience

1. Financial Advisor, Vice President

   Merrill Lynch

   Feb 2013 — Present

   I am a Financial Advisor & business partner of LMT Wealth Management Group, a nationally recognized financial advisory team headquartered in Tyler, TX. Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. I hold the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. Among the reasons I… Show more I am a Financial Advisor & business partner of LMT Wealth Management Group, a nationally recognized financial advisory team headquartered in Tyler, TX. Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. I hold the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. Among the reasons I chose to join the financial services industry is my desire to help others. I stay active in the community, volunteering and fundraising for organizations that promote the well-being of children in East Texas.You can learn more about our team here: https://fa.ml.com/texas/tyler/lmtgroup/*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.