Lisa Bowers, ACTP

Lisa Bowers, ACTP

Advisor/Analyst

Lisa is licensed with a Series 7 and 66 and has over 10 years of experience in Financial Services.  As a professionally-trained & certified ACTP coach, she is excited to help people reach their financial goals and create, or re-create, the lives of their dreams!

Prior to joining the Soltis team, she specialized in guiding clients into ideal investments and helping them prepare for retirement as a Senior Financial Advisor with Wells Fargo Advisors.  She also worked in customer service and operations at TD Ameritrade for over 8 years and has a degree in Personal Fitness Training.