Lisa Nagel, CFP®
Private Wealth Planner, J.P. Morgan Wealth Management
Lisa is a specialist in the field of financial advice, having a 35-year history advising affluent clients as well as teaching and coaching professionals who work with those clients. Lisa was a pioneer in the financial planning world when she began her career with Wells Fargo in Minneapolis, Minnesota. She taught financial planning concepts across the country, developing an expertise in taxation, estate planning, retirement concepts, Social Security planning and risk management as well as investment theory and practice.
Lisa taught Personal Financial Planning at St. Kate’s University in Minneapolis, Minnesota and taught insurance basics and specialty courses at Kaplan University. She was a financial planner for 25 years, and most recently was a Market Director-Wealth for J.P. Morgan Wealth Management, leading a team of advisors in Sarasota, Florida. Lisa’s educational background includes a Bachelor’s Degree from Augsburg College in Minnesota and a Master’s Degree in Financial Planning from the College for Financial Planning in Denver, Colorado.
Lisa’s new position allows her to go back to her roots of helping clients and their families in a one-on-one setting, helping them secure the future they want. She is new to Palm Beach County, having just moved here with her dog, Ferdinand. She enjoys fishing, horseback riding and astronomy. She is looking forward to discovering all that this area has to offer.
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