> Lisa McPherson, CRPC®, AAMS®

Lisa McPherson, CRPC®, AAMS®

Financial Advisor, LPL Financial, serving Crawfordville, Fla.

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About the Advisor

Lisa McPherson joined Capital City Investments in 2023, with an extensive background in the financial services industry. She offers her clients a holistic financial planning approach with emphasis on retirement, estate and tax planning as well as risk management. Eager to help the needs of individuals and business owners in Wakulla County, Lisa brings nearly 27 years as a financial professional to Capital City Investments and hopes to continually provide the best client experience possible. Lisa holds series 7, 63 and 65 securities registrations with LPL Financial as well as state Life, Health and Variable Annuities licenses. Lisa began her career in the financial industry at an investment banking and stock brokerage firm after pursuing a degree in Business Administration from Elmhurst University. Outside of work, Lisa enjoys reading, walking her dog and spending time with family and friends.

Contact an Advisor

2592 Crawfordville Hwy.

Crawfordville, FL 32327

(850) 888-6054

About Capital City Investments

At Capital City Investments, our advisors are committed to providing quality investment products, services and management to residents in the greater Tallahassee, Fla., Gainesville, Fla. and Macon, Ga. communities we call home. Our advisors are professionally trained to assist you with a variety of services from individual financial strategies to complete business solutions.

Whether you desire long-term or short-term investments, or a combination, we can help you build a portfolio that is designed to align with your needs. We offer access to a wide array of investment products and services at Capital City Investments through LPL Financial:

Stocks
Annuities
Bonds
Mutual Funds
Life Insurance
Disability Insurance
IRAs

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Capital City Bank and Capital City Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Capital City Investments, and may also be employees of Capital City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Capital City Bank or Capital City Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Federal Government Agency · Not Bank Guaranteed · Not Bank Deposits or Obligations · May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL CA AZ CO DC DE FL GA LA MD MI MO NC NM NY PR SC TN TX VA VT WI WY.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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