Lisa Batcho
Lisa's office is located at our Seminole county office in Heathrow, Florida. She graduated from the State University of New York at Buffalo with a Bachelor of Science in Business/Management. Lisa continued her education with the Wharton School of Executive Education. She has worked at Bank of America and Merrill for the past 30 years and enjoys delivering advice to her clients through retirement, education, insurance, and estate planning services. Lisa helps affluent clients accumulate, grow, and preserve their wealth, as well as with transferring their legacy to their loved ones. She has earned the Chartered Retirement Planning Counselor™ designation awarded by The College for Financial Planning Institutes Corp. Lisa is able to customize strategies to help meet her clients' retirement or estate planning needs. She develops strategies that include customized investment and insurance products, as well as incorporates access to banking and lending services from Bank of America. Lisa lives in Seminole county and enjoys sports and fitness.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
