Edward Jones - Financial Advisor: Lisa Ayotte

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Edward Jones - Financial Advisor: Lisa Ayotte I help accomplished women and families simplify their financial lives so they can focus on what matters.

With 30+ years of experience, I guide executives and multigenerational families through major transitions with clarity, confidence, and purpose. I help accomplished women and families simplify their financial lives so they can focus on what truly matters. After more than 30 years in the financial
services industry, 26 of them with Edward Jones, I’ve learned that wealth is more than numbers. It’s confidence, clarity, and the freedom to make meaningful choices. Many of my clients are women who lead demanding lives—executives balancing leadership and family, business owners with little time to plan for themselves,
or first-generation wealth builders navigating uncharted territory. They’ve worked hard to create something extraordinary, yet often carry the quiet worry
that the next generation won’t be ready to handle it. Some hesitate to share the full picture, wanting to preserve ambition and values along with wealth. I help bridge that gap, facilitating open conversations that honor family legacy while strengthening financial confidence across generations. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor® (CPWA®), I assist women executives, business owners,
and multigenerational families through life’s pivotal transitions—from stock options and business sales to retirement and legacy planning. I collaborate closely with clients’ attorneys, CPAs, and other professionals to coordinate a cohesive strategy that grows with them. Our team thrives on creating flow—a seamless experience built on proactive planning, clear communication, and genuine connection. Every plan we craft is designed to preserve and grow wealth while giving clients the confidence to live life on their terms. Outside of work, I’m fueled by travel, creativity, and family. My husband, Scott, and I love exploring new destinations with our three grown sons—or tackling
the next restoration project on our historic Heritage Hill home. If you’re ready to turn financial complexity into clarity and calm, let’s start a conversation. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/13/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/12/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/06/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
10/05/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today wh...
09/29/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s...
09/28/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your ...
09/22/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work t...
09/21/2026

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work together.

09/18/2026

What might investors make of the Federal Reserve's first rate hike since 2023?

Our Principal, Head of Investment Strategy Mona Mahajan breaks down the key takeaways from the September meeting, including the path for future rates, the inflation outlook and what continued economic resilience could mean for markets.

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.New research from E...
09/17/2026

Many people assume financial confidence comes with age. In my experience, it's not quite that simple.

New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.

That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.

Read more from Gallup: https://bit.ly/4dGKHb2



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.

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125 Ottawa Avenue NW, Ste 320
Grand Rapids, MI
49503

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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