Lisa Adamson

Lisa Adamson

Senior Registered Client Associate

Lisa has worked in the securities industry since 1988, providing the team’s retirement plan business with an unsurpassed commitment to client satisfaction. She also leads event planning and philanthropic efforts.

In 2007, 2009, 2010, and 2011, Lisa received national recognition from the White House for her service and volunteer participation within her community, and she was honored to receive the President’s Volunteer Service Award. A Utah native, she resides in Bountiful with her family of seven.