Merrill Lynch Financial Advisor Lisa Thomas

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Lisa Thomas is a financial advisor based in Austin, Texas, affiliated with Merrill Lynch. She offers investment advice and strategies that are tailored to align with her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC®), Lisa provides comprehensive financial guidance. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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