Our Teams

Client Service Team

• 
  Victoria Perez
  Operations Associate

Client Service Team

• 
  Victoria Perez
  Operations Associate

Experience:

Lisa Donelson has more than 25 years of experience in the financial services industry. A member of Provenance Wealth Advisors since 2006, she manages the firm’s operational efficiency and compliance of regulatory policies and procedures. Lisa leads the firm’s operations department to help provide the day-to-day implementation and oversight for all aspects of the investment operational processes, controls, systems and environment. With her knowledge and understanding of compliance regulations, she is able to guide the firm’s compliance protocols effectively and ensure regulatory standards are met.

Lisa holds FINRA series 6,7,9,24 and 63 licenses. Before joining Provenance Wealth Advisors, Lisa began her financial career in Minneapolis, Minnesota and has worked in several operations and compliance positions with various firms. Her vast experience has enabled her to become well-rounded in this industry, ultimately finding a home with Provenance Wealth Advisors.

Lisa believes in actively serving the community. She currently contributes to United Way, Firefighter’s Benevolent Association and The Broward Pantry. Lisa also serves on the PWA committee for Diversity, Equity and Inclusion which helps to develop an environment that is conducive to feedback, supporting diversity, and being open to tough conversations.

Currently residing in Coral Springs, FL, she enjoys spending her free time with her family. A grandmother of 5 grandchildren, she enjoys cooking for them and spending time together. On her days off, she also appreciates, African American Arts and Historical Studies, Music, walks in the Everglades and going to the beach.

Raymond James is not affiliated with and does not endorse any of the mentioned organizations.