financial advisor in Louisville Lisa Britt
9437 Viking Center Dr
Louisville, KY 40222
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It is my pleasure to serve the financial needs of people in the Louisville area. My experience in the financial industry started in 1993. I hold a Bachelor of Arts degree in both business management and economics from North Carolina State University.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I'm a member of the Southeast Christian Church. In my free time, I enjoy traveling, karaoke and spending time with my adorable five-year-old nephew.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office9437 Viking Center Dr
Louisville, KY 40222
Secondary office234 Eastbrooke Pkwy
Mount Washington, KY 40047
Secondary office12611 Taylorsville Rd
Louisville, KY 40299
Secondary officeOne Financial Sq
Louisville, KY 40202
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.