Lisa Dean CDFA®

LPL Financial Advisor

With Waddell & Reed / BridgePoint since:


College / Degrees:

  • Central Michigan University
  • BS In Business Amin.


  • LPL / Bridgepoint 2017 – Current
  • Waddell & Reed 2013 – 2017
  • Merrill Lynch 2008 – 2013
  • 5/3 Securities 2005 – 2008
  • Bank One / JP Morgan Chase 2004 – 2005
  • Morgan Stanley 2002 – 2004


Belmont, MI


Lisa and Brian have been married since 2009 and have 2 children. Harrison and Ellie keep their family busy with softball, baseball, football, trumpet, piano, and drums. Never a dull moment!

Hobbies and Relaxation:

When not cheering her children from the sidelines Lisa enjoys spending time in the garden, quilting and baking.


We LOVE Savannah, Georgia, and try to get there as often as possible.
Hope to visit Italy, Greece, Switzerland and Ireland.

Community Service:

SELAH presenter on a monthly basis.
YWCA contributor as needed.

What got me interested in this field?:

Lisa found that her passion for investing all started when she was in middle school. Her grandfather used to track his stocks on graph paper in his office and one day she was curious to know more. Her grandfather sat with her, explained what he was doing, and offered to let her have a try. She and her grandfather tracked her first stock purchase and sold it when they deemed appropriate. Instead of putting money into a savings account when she was a child she chose to invest it. From that moment she was hooked!