Lisa Ayotte, Financial Advisor located in Grand Rapids, MI

Financial Advisor
Lisa J Ayotte

CFP®, CPWA®
125 Ottawa Ave NW Suite 320, Grand Rapids, MI 49503opens in a new window
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Focus Areas

  • Corporate Executives
  • Employee Stock Options
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

Personal Interests

  • Traveling
  • Art & Theater
  • Snowboarding
  • Sewing
  • Home Improvement

Team Members

  • Carle Van Strien
    Associate Financial Advisor
  • Stella Yoo
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(616) 459-4341

Fax

(888) 780-7367

Office Address

125 Ottawa Ave NW Suite 320
Grand Rapids, MI 49503opens in a new window

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