“My goal is to make a true connection with my clients. A connection in which clients are motivated to share their unique story and that enables me to employ my extensive experience and the vast resources of Raymond James to help achieve their goals.”
Lisa L. Stella, CFP®
Senior Financial Planner
CERTIFIED FINANCIAL PLANNER®
Connect with Lisa: Email | FINRA’s BrokerCheck
Connecting with Clients to Better Manage Their Wealth
Lisa has spent her career helping clients manage their wealth through customized advice, risk management, quality investments, and personal service. She leads a team focused on understanding each client's unique story and guiding their financial journey using the full resources of Raymond James.
Lisa partners with private investors, including multi-generation families, pre-retirees, corporate executives, and women, across cash flow, risk management, retirement planning, and investment management. Her process moves through discovery, design, and implementation, with consistent updates as each client's needs evolve.
In addition to her CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Lisa holds her General Securities Representative, Life/Health Insurance, and Variable Contracts licenses.
Education & Credentials
EDUCATION
BS, Economics and Communications — University of Michigan
CERTIFICATIONS & LICENSES
Certified Financial Planner®
Accredited Investment Fiduciary Designation
General Securities Representative, Life/Health Insurance, Variable Contracts
Uniform Investment Advisor Law Exam
Community Involvement
Outside of work, Lisa is active in her community, with involvement in community development, education, and initiatives supporting disenfranchised populations. Her contributions span from volunteer work to board leadership, including her affiliations with the Auburn Hills Chamber of Commerce, Cass Community Social Services, Forgotten Harvest, and Marian. She has historically purchased a table and sponsored an award at the Auburn Hills Chamber of Commerce's annual awards event, and she supports the Royal Oak Women's Harvest Lunch, which benefits Forgotten Harvest.
Lisa and her husband, Jim, live in Bloomfield Hills, Michigan.
Interested in Working With Lisa?
See how Lisa can help you manage your wealth based on your unique situation.
The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Center