As a financial advisor, Lisa Cross builds relationships with clients on trust and respect, helping them identify, plan for and work toward their most important financial goals. Her objective is to always exceed clients’ expectations by providing exceptional client service through regular communication, responsiveness, and accuracy. Lisa enjoys planning for the big picture while also attending to details, making sure her clients have a comprehensive financial plan that helps them feel confident about the future.
After 25 years with Edward Jones, Lisa chose to move her practice to LPL Financial, the nation’s largest independent broker-dealer,* so she can provide collaborative financial advice and planning. Because LPL does not offer proprietary investment products, Lisa is not pressured to push particular products but is free to recommend the strategies that best serve her clients as they pursue their goals.
Lisa has earned the Accredited Asset Management SpecialistTM designation from the College for Financial Planning. She also holds a life and long-term care insurance license, as well as her Series 66 and Series 7 through LPL Financial.
Lisa and her husband, Dean, have been married for more than 30 years. Their children were influenced by their mother’s career, both earning finance business degrees and enjoying rewarding work. Their son, Adam, is in Chicago and their daughter, Ashley, is in Edwardsville.
*As reported in Financial Planning magazine June 1996-2022, based on total revenues