Lisa Hartung, CIMA®, AIF®

Senior Vice President/Investments | Stifel
www.hartungfinancial.com

More than 25 years of experience in the financial services industry
Joined Stifel in 2016
Former Wealth Management Advisor, Producing Sales Manager, and First Vice President at Merrill Lynch
Focuses on both growth and income objectives, offering tax efficiency and risk management strategies
B.A., Business and Economics, The University of California, Santa Barbara