Capital City Investments, a subsidiary of Capital City Bank Group, Inc., announces Lisa McPherson has joined its team of advisors helping serve the investment needs of clients in the greater Wakulla area. McPherson draws upon more than two decades of experience in the financial services industry, with emphasis on retirement, estate and tax planning as well as risk management. She focuses on developing comprehensive financial plans based on individual goals and aids in creating a seamless transition into retirement for clients. McPherson holds Series 7, 63 and 65 securities registrations with LPL Financial and state Life, Health and Variable Annuities licenses.
McPherson is a proud graduate of Elmhurst University, where she earned a Bachelor of Science degree in business administration, and she holds the professional designations of Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™. Bringing nearly 27 years as a financial professional to Capital City Investments, McPherson is eager to implement, manage and improve upon appropriate strategies geared toward helping her clients achieve long-term success. Outside of work, she enjoys reading, walking her dog and spending time with family and friends.
McPherson is a proud graduate of Elmhurst University, where she earned a Bachelor of Science degree in business administration, and she holds the professional designations of Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™. Bringing nearly 27 years as a financial professional to Capital City Investments, McPherson is eager to implement, manage and improve upon appropriate strategies geared toward helping her clients achieve long-term success. Outside of work, she enjoys reading, walking her dog and spending time with family and friends.