Edward Jones - Financial Advisor: Lisa Ayotte

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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We don’t just celebrate Earth Day — we live it. From Ted and Pat Jones’ conservation legacy to partnerships like the Arb...
04/22/2026

We don’t just celebrate Earth Day — we live it. From Ted and Pat Jones’ conservation legacy to partnerships like the Arbor Day Foundation, our commitment to sustainability runs deep. Join us in creating a greener future for all.

Edward Jones is on the road to Invest In Women! We’re bringing fresh ideas, meaningful conversations, and insights we ca...
04/20/2026

Edward Jones is on the road to Invest In Women! We’re bringing fresh ideas, meaningful conversations, and insights we can’t wait to share.

Will we see you there?

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
04/14/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

Alzheimer’s disease touches so many families—and the impact can be overwhelming, both emotionally and financially.That’s...
04/10/2026

Alzheimer’s disease touches so many families—and the impact can be overwhelming, both emotionally and financially.

That’s why I like to share helpful resources with my clients like the Alzheimer’s Association®️ Live Learning Webinars. These free sessions offer guidance on planning ahead, navigating care decisions and supporting caregivers at every stage.

I’m proud that Edward Jones has been a National Presenting Sponsor of the Walk to End Alzheimer’s®️ since 2016, standing with families affected by this disease.
You can access these live and on-demand webinars, as well as other helpful resources, at alz.org/livelearning

And if you ever want to talk through planning for life’s uncertainties—now or in the future— I’m here to help.

Get money on your mind! April is Financial Literacy Month, and it’s important to understand your finances so you can tak...
04/08/2026

Get money on your mind! April is Financial Literacy Month, and it’s important to understand your finances so you can take control of your future. Reach out and I can help you navigate the options and decisions to set you on a path of financial well-being.

Learn more: https://bit.ly/4tB2R3J

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly a...
04/07/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

Edward Jones has been named to the 2026 Fortune 100 Best Companies to Work ®️ list by Great Place To Work ®️ and Fortune...
04/06/2026

Edward Jones has been named to the 2026 Fortune 100 Best Companies to Work ®️ list by Great Place To Work ®️ and Fortune ®️ Magazine.

Based on factors such as trust in leadership, opportunities for career development, wellbeing, and overall sense of purpose within the organization – this recognition reflects the firm’s commitment to helping associates grow at every stage of their careers.

It’s a shared approach that reflects the experiences of associates across the firm and the environment they help create every day. One built on support, growth, and a shared commitment to serving clients and communities.

We take pride in the work we do and the people we get to do it with.

Disclosure: 2026 Fortune 100 Best Companies to Work For, published April 2026, research by Great Places to Work, data as of July 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4mgdHJW

May the spirit of Easter bring you renewed happiness, joy and love.
04/05/2026

May the spirit of Easter bring you renewed happiness, joy and love.

04/03/2026

Our Managing Partner Penny Pennington joined Yahoo Finance to unpack the crosscurrents shaping today’s markets, how our Edward Jones financial advisors are guiding millions of clients through uncertain times and the evolving role of AI in financial services.

Watch the full interview: https://bit.ly/4m4qkaM

This content is for general information purposes only and is not intended to predict or guarantee the future performance of individual securities, market sectors or the markets generally. Opinions expressed are as of the date of this report and are subject to change. This material is not directed to any specific investor or potential investor and should not be interpreted as a specific recommendation or investment advice. Investors should make investment decisions based on their unique financial situation.

Past performance of the markets is not a guarantee of future results. Investors should understand the risks involved in owning investments, including interest rate risk, credit risk and market risk. The value of investments will fluctuate and investors can lose some of or all of their money. References to specific companies or securities should not be construed as a recommendation to buy or sell the security, nor should it be assumed to be profitable.

04/02/2026

Markets remain reactive as the Middle East conflict enters Week 5. Our Principal, Head of Policy, Regulatory and Government Relations Andy Blocker covers key timing shifts, upcoming inflection points, and what continued volatility could mean for investors.

Did you know that April is National Social Security Month? Check out why you should be giving thought and consideration ...
04/01/2026

Did you know that April is National Social Security Month? Check out why you should be giving thought and consideration to when it’s most opportune to take your benefit. Then give me a shout and we can discuss how to help you best achieve your retirement goals.

Learn more: https://bit.ly/4bYEmpJ

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfol...
03/26/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.

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