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Lisa Donelson

Operations and Compliance Manager


ldonelson@provwealth.com
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Experience:

Lisa Donelson has 25 years of experience in the financial services industry. A member of Provenance Wealth Advisors since 2006, she helps to ensure the firm’s operational efficiency and compliance with regulatory policies and procedures. Donelson holds Series 6, 7, 24 and 63 licenses.


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