The Pinnacle Financial Group - Elisa Verna-Caspare

Lisa Caspare joined The Pinnacle Financial Group as a Financial Advisor in June 2017. She made her change to LPL as an independent advisor to work with her clients on their complete financial picture and offer more options. Before she joined The Pinnacle Financial Group, Lisa Caspare worked at JP Morgan Securities (as a Private Client Advisor), Astoria Bank (as a Financial Consultant), Metlife (as a life insurance agent), and in public and private accounting. She began her career in the financial services industry in 1998. She holds a Bachelor of Science degree from St John's University with a concentration in Accounting. After graduating from St. John's University, Lisa Caspare earned her Property and Casualty License, Life and Health Insurance licenses, as well as her Series 7 (General Securities License) and Series 63 (Uniform Securities License), both held at LPL Financial. Lisa in an IAR (Investment Advisor Representative) and works under a Fiduciary Standard. Outside of work, she has recently started to learn golf, and enjoys both skiing and dancing.