Pic 1

LISA A. SOMERS • First Vice President/Investments

Lisa is a Financial Advisor with over 30 years experience in the financial services industry.  Her associates, combined, have over 30 years' experience.

We believe the key to our success, and most importantly your success, and what separates us from the competition, is getting to know each client, their family, or their business.

Our wealth management strategies are tailored to each client's unique personal situation, allowing them to more fully focus on their personal and professional lives with greater comfort and security.

We work every day to earn and maintain our clients' trust and confidence.

Thanks again for visiting.   We hope to hear from you soon.

 

Professional Experience

Stifel, Nicolaus & Company, Incorporated - First Vice President/Investments

Bethlehem, Pennsylvania - Sept 2009 - Present

 

UBS Financial Services Inc. - Vice President - Investments
Bethlehem, Pennsylvania - July 1992 - Sept 2009

 

Prudential Securities, Inc. - Financial Advisor
Philadelphia, Pennsylvania - August 1988 - July 1992

 

Dean Witter Reynolds, Inc. - Account Executive
King of Prussia, Pennsylvania - June 1987 - August 1988


EF Hutton and Co., Inc.
Strafford, Pennsylvania - February 1985 - June 1987

 

Education

Bachelor of Science, Business Administration, Bloomsburg University

 

Licenses

Series 7, General Securities Representative
Series 63, Uniform Securities State Agent
Series 65, Investment Advisor Representative

Life, Health, and Annuities Insurance Licenses: NJ, PA, VA

 

Personal

Lisa resides in Bethlehem, Pennsylvania with her husband of 20 years, Jerry.

 

Community
Board Member, VIA Foundation

Board Member, Salvation Army of Bethlehem
Former Board Member, Greater Lehigh Valley Chamber of Commerce

 

Registered States

AL, AZ, CA, CT, DC, DE, FL, IL, MA, MD, MI, NC, NH, NJ, NY, OR, PA, SC, TX, VA, WA

 

Check the background of this firm on FINRA's BrokerCheck.

Check the background of this investment professional on FINRA's BrokerCheck.

Stifel, Nicolaus & Company, Incorporated • Member SIPC & NYSE

3101 Emrick Boulevard, Suite 207, Bethlehem, Pennsylvania 18020

(610) 317-4994 • (855) 273-2583

Investing involves risks, including the possible loss of principal invested.