Lisa Casillo, Financial Advisor located in Worcester, MA

Financial Advisor
Lisa M Casillo

ABFP®, AAMS®
29 E Mountain Street Suite 3, Worcester, MA 01606opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Domestic Partner Finances
  • Divorce Finances
  • Estate & Legacy Strategies
  • Women Investors
  • Military Professionals & Veterans

Financial Advisor Certifications

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Art & Theater
  • History and Museums
  • Movies & Entertainment

Team Members

  • Traci Strange
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(508) 854-1608

Fax

(877) 462-5320

Office Address

29 E Mountain Street Suite 3
Worcester, MA 01606opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.