Edward Jones - Financial Advisor: Lisa Ayotte

Edward Jones - Financial Advisor: Lisa Ayotte I help accomplished women and families simplify their financial lives so they can focus on what truly matters.

After more than 30 years in the financial
services industry, 26 of them with Edward Jones, I’ve learned that wealth is more than numbers. It’s confidence, clarity, and the freedom to make meaningful choices. Many of my clients are women who lead demanding lives—executives balancing leadership and family, business owners with little time to plan for themselves,
or first-generation wealth builders navigating uncharted territory. They’ve worked hard to create something extraordinary, yet often carry the quiet worry
that the next generation won’t be ready to handle it. Some hesitate to share the full picture, wanting to preserve ambition and values along with wealth. I help bridge that gap, facilitating open conversations that honor family legacy while strengthening financial confidence across generations. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor® (CPWA®), I specialize in guiding women executives, business owners,
and multigenerational families through life’s pivotal transitions—from stock options and business sales to retirement and legacy planning. I collaborate closely with clients’ attorneys, CPAs, and other professionals to coordinate a cohesive strategy that grows with them. Our team thrives on creating flow—a seamless experience built on proactive planning, clear communication, and genuine connection. Every plan we craft is designed to preserve and grow wealth while giving clients the confidence to live life on their terms. Outside of work, I’m fueled by travel, creativity, and family. My husband, Scott, and I love exploring new destinations with our three grown sons—or tackling
the next restoration project on our historic Heritage Hill home. If you’re ready to turn financial complexity into clarity and calm, let’s start a conversation. 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.
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March is Women’s History Month. Join us in celebrating the many extraordinary women throughout history and their achieve...
02/17/2026

March is Women’s History Month. Join us in celebrating the many extraordinary women throughout history and their achievements—then and now.

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help...
02/13/2026

If you’re among the tax filers receiving a refund this year, how can you make the most of it? Here are four tips to help get you started.

If you receive a tax refund this year, you can make it work for you — helping build more financial stability and helping you create a more secure future.www.edwardjones.com/us-en

We’re honored to be recognized as Fortune’s World's Most Admired Companies.  This recognition reflects what matters to u...
02/11/2026

We’re honored to be recognized as Fortune’s World's Most Admired Companies.

This recognition reflects what matters to us most. The relationships we build, the trust our clients place in us, and the people who make this work meaningful. It speaks to a long-term way of working that’s grounded in the everyday and shaped by how we serve the people and communities we work with.

We’re proud of the work we do and even more proud of the people behind it.

Disclosure: 2026 Fortune World's Most Admired Companies list published January 2026, in partnership with Korn Ferry, data as of November 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4aIqdh0

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it prob...
02/11/2026

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

Exciting news from our Edward Jones Ventures team — they’re kicking off year two with four new AI‑powered platforms desi...
02/10/2026

Exciting news from our Edward Jones Ventures team — they’re kicking off year two with four new AI‑powered platforms designed to make some of life’s toughest financial moments a little easier.

This brings the Edward Jones Ventures portfolio to 15 companies, with many of these solutions already making a real difference for financial advisors and the clients we serve.

I love seeing innovation that directly supports clearer, more confident decision‑making for families.

Learn more about what’s ahead:

Edward Jones Ventures is investing in AI-powered financial planning tools to help simplify estate settlements, long-term care planning, equity compensation, and business ownership. 

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of...
02/09/2026

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
02/07/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

02/06/2026

What do we make of the recent market rotation? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC to discuss what’s changing – and the importance of diversification.

This content is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments will fluctuate and investors can lose some of all of their money. References to specific companies or securities should not be construed as a recommendation to buy or sell the security, nor should it be assumed to be profitable.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
02/05/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Ready to tackle your financial goals? Online Access helps you track your progress and huddle up with your Edward Jones t...
02/04/2026

Ready to tackle your financial goals? Online Access helps you track your progress and huddle up with your Edward Jones team on the next play: https://bit.ly/4tn363c

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
02/03/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/3ZiciIb

Kevin Warsh — Federal Reserve Board member from 2006-2011 — has been nominated by President Trump to succeed Jerome Powe...
02/02/2026

Kevin Warsh — Federal Reserve Board member from 2006-2011 — has been nominated by President Trump to succeed Jerome Powell as Fed Chair. We break down what the news might mean for investors.

Kevin Warsh — Federal Reserve Board member from 2006-2011 — has been nominated by President Trump to succeed Jerome Powell as Fed chair. Warsh likely represents a dovish shift on interest rates versus Chair Powell, though his influence should be tempered by the Fed's design.

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