Lisa Zaidle Clark

About Lisa Zaidle Clark

Lisa was named one of Forbes Top Women Wealth Advisors Best in State in 2020, 2021, 2022 and 2024 and Forbes Best-In-State Wealth Advisors of 20••••23. She leads her team’s planning and wealth management efforts. With more than 30 years of experience, her numerous credentials include CERTIFIED FINANCIAL PLANNER® and Family Wealth Director, a certification earned by about 5% of all Morgan Stanley advisors as of December 2024. Lisa has been on Morgan Stanley’s prestigious Master\'s Club 2025. The Clark McKinney Group at Morgan Stanley has been named to Forbes\' list of Best in State Wealth Management Teams in 2023 & 2024. Lisa holds a Bachelor of Science in finance from Oklahoma State University. Lisa serves her community through the executive board of the Oklahoma Conference for Community and Justice, Morningcrest Healthcare Foundation Board, National Charity League - Tulsa Midtown Chapter Executive Board member, the Hispanic American Foundation and Leadership Tulsa. NMLS# 12•••09 AR Insurance License #: 26•••••••20, 2021, 2022, 2024 Forbes America\'s Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America\'s Top Women Wealth Advisors) Source: Forbes.com (Awarded 2020, 2021, 2022, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. ​2021, 2022, 2023 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2021, 2022, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. 20••••24 Forbes America’s Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2023 & 2024) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. Award Disclosures:

Experience

1. Family Wealth Director, Financial Advisor

   Morgan Stanley

   Jun 2002 — Present · Tulsa, OK, US

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Education

• Oklahoma State University

  Bachelor of Science (B.S.)

  1986 — 1990

Skills

• Equities
• Investment Advisory
• Alternative Investments
• Fixed Annuities
• Financial Advisory
• Retirement Planning
• Estate Planning
• Asset Allocation
• Mutual Funds
• Investments
• Wealth Management Services
• Series 7
• Strategic Financial Planning
• 401(K) Rollovers
• Series 63
• Etfs
• Wealth Management
• 529 Plans
• Investment Strategies
• Series 65