Lisa Cranford,
AIF®
Investment Portfolio Associate
Lisa is a native of Winston-Salem, and attended Forsyth Technical College where she studied computer programming and business economics. Once she realized that she would be spending most of her time with machines, she quickly changed her path to a career in banking and finance. In 1994 she joined Truliant Federal Credit Union, where she found that helping Credit Union members was much more rewarding. During her tenure there she worked as a Member Services Specialist, Branch Loan Officer, and finally as Assistant Branch coordinator, working with senior management to open and staff new branches.
In April of 2000, Lisa joined Deutsche Bank Alex. Brown as an Operations Specialist. In 2005, Lisa was promoted within the Winston- Salem DB Alex. Brown office to Compliance Officer and Regulatory Analyst, attaining her Series 7, 63, 9/10, and 66 licenses along the way. In those roles, her duties included, market order entry, order approval, error resolution, and internal audit procedures.
In 2013, she accepted the opportunity to switch roles completely and join a team of advisors as a sales associate. Since then, she has worked closely with multiple teams, providing dedicated client service, performance reporting, and asset allocation analysis to their high-net-worth individuals, family offices, and institutional consulting relationships. In this capacity, Lisa leverages her many years of experience in financial services to help efficiently and effectively address a wide range of client needs. To further enhance her skill set, Lisa attained the Accredited Investment Fiduciary® (AIF®) designation in 2020.
Lisa currently lives in the Forbush community of Yadkin County. She has two grown sons and a grandson who live close by. She served as the President of the Forbush Music Boosters for four consecutive terms while her sons attended school there and is an avid supporter of the Yadkin and Forsyth County Arts Councils. She enjoys spending time with family, traveling, and touring the Yadkin Valley Wine Trail and attending music festivals with friends.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Asset allocation does not ensure a profit or protect against a loss.
