Financial Advisor at Edward Jones
Indianapolis, Indiana Area
- Current
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- Financial Advisor at Edward Jones
- Past
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- Co-owner and Photographer at Diehl Photographic Arts, LLC
- Sr. Technical Consultant at Eli Lilly
- Sr. Technical Trainer / Instructional Designer at Nokia
3 more...
- Education
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- The Ohio State University
- Columbus State
- Columbus College of Art & Design
- Recommended
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7 people have recommended Lisa - Connections
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48
connections
- Industry
- Financial Services
- Websites
Lisa Diehl, AAMS’s Summary
Financial Advisor with broad experience in all aspects of planning, forecasting and financial management. Direct experience with portfolio management, estate planning, financial consulting and insurance provision . Interested in individual investors, as well as business financial planning matters.
Training for a wide variety of business applications. Particularly interested in personal financial and sales training. Always interested in professional development projects, as well as close interaction with individual client development / learning, as it relates to personal financial management and philanthropic ventures.
Lisa Diehl, AAMS’s Specialties:
Competitive analysis, retirement planning and leverage structure in personal portfolio management, tax planning, charitable giving
Lisa Diehl, AAMS’s Experience
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Financial Advisor
Edward Jones
(Privately Held; 10,001 or more employees; Financial Services industry)
May 2004 — Present (5 years 3 months)
College of Financial Planning, Asset Management Specialization: Creating relationships with individual investors and small business owners in order to implement financial plans, including retirement, estate and key insurance plans.
- Recipient of the Client Service Satisfaction Award in conjuction with J.D. Powers, 2008.
- Chosen as Regional Point-person for pilot: Strategic Partnership program development for Edward Jones.(2007 - present)
- Keynote speaker for The Spirit of Women, in concert with St. Francis Hospitals, Indianapolis. (2007)
- Selected as first woman New Financial Advisor Support Specialist in region for Edward Jones.(2006 - present).
- Honored with invitation to Quality Circle Team for Edward Jones, (2006 - present).
- Awared Edward Jones Regional Leader award (2005)
Lisa Diehl, AAMS’s Education
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The Ohio State University
Constituency Complaint Bureau for OH State Rep. Michael Stinziano (was lots more intriguing then it sounds)
- Activities and Societies:
- Phi Kappa Phi National Honor Society
Golden Key National Honor Society
Coca~Cola Foundation Scholar
Elizabeth Gee Scholar
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Columbus State
Served under Bob Fitrakis (now running for Governor of OH, 2008), as Personal Assistant.
Traveled extensively as Grass Roots Task Force (elected student official: Represent student perspective to faculty members on the development of college's administrative policy and curriculum).
Road shows, on the topic of Access to Education for All.
Extensive fund raising experience in philanthropic and non-partisan political causes.- Activities and Societies:
- Student Senate Elect (1992-1994)
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Columbus College of Art & Design
Fine Art and Design
Also attended Saturday School at CCAD, in High School, on scholarship.
Additional Information
Lisa Diehl, AAMS’s Websites:
Lisa Diehl, AAMS’s Honors:
J.D. Powers Client Service Satisfaction award, Full Service Financial Advisor, 2008.
The Spirit of Women at St. Francis Hospital, Indianapolis Keynote Speaker, 2007.
Lisa Diehl, AAMS’s Contact Settings
Interested In:
- new ventures
- expertise requests
- reference requests
- getting back in touch
