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Lisa Dolan serves as Edward Jones’ chief operating officer, responsible for the Operations and Service division, as well as Firm Analytics, Strategic Enablement and Planning and Workplace Services.
She is a member of the Edward Jones executive committee, which helps define the future of Edward Jones with the vision of improving the lives of clients, their families and communities. Since 2016, Lisa has also served on the Edward Jones Management Committee, the group of principals who provide critical thought to lead and drive initiatives that allow Edward Jones to progress toward its vision of becoming the first choice of serious, long-term individual investors. She also serves on the Edward Jones Audit Committee.
Lisa began her Edward Jones career in 2005 in Finance and initially led the firm’s tax function and partnership capital areas. She was named a principal in 2007, and her responsibilities were later expanded to include Financial and Regulatory Reporting, Expenditure Management, Compensation Accounting and Finance Systems. She assumed leadership of Finance in 2016 and was named the firm’s chief operating officer in 2020.
Before joining the firm, Lisa served 17 years as a director in the tax services practice of KPMG. In this role, she led tax planning and consulting for public and private companies, and specialized in serving financial services firms.
Lisa is a certified public accountant and earned a bachelor’s degree in accounting and finance from Saint Louis University.