
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.
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