Download Photo (JPG)

Lisa Dolan

Principal
Chief Operating Officer

    At A Glance

    • Joined Edward Jones in 2005
    • Executive Committee Member
    • Named an Edward Jones principal in 2007

    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. 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 an Edward Jones 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 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.

    News releases

    Read more about Edward Jones in the news.

    Media kit

    An abundance of information about Edward Jones is available in our media kit.

    Contact Reputation Management

    Connect with our Reputation Management team to arrange interviews with our analysts, strategists and other thought leaders.