Today is a news day at Foley & Foley and we wanted to share with you recent staff changes at our office. Regrettably, JoAnn McCarthy is no longer with us. Her husband accepted a corporate relocation this summer to Florida, and she will be joining him there shortly. We appreciate and thank her for her years of service and hard work. We wish her well!
On a good note, we were fortunate to have Lisa Stoneburner, Assistant to the Financial Planners, join our team. She has many years of customer service, and is available for all your questions and calls. She can be reached at 614-431-4310 x104 or Lisa.stoneburner@raymondjames.com. We hope you take a minute to welcome her to our office and introduce yourself at your next appointment.
Lisa is the front line for customer service at Foley & Foley. A keen eye to every detail, she supports the firm’s Financial Advisors with the preparation of forms, and handling of client transactions and requests. If you have a question regarding a transaction, Lisa will ensure that your experience is positive, professional and timely handled.
Prior to joining us, Lisa had over 25 years in corporate banking and held various positions within the corporate trust and credit card divisions at several major banking institutions. She holds a degree in Business from Bowling Green State University.
When not in the office, Lisa is a sports enthusiast with strong allegiances to the Buckeyes and the UNC Tarheels. She enjoys reading, traveling and spending time with her family and friends. Lisa resides in Blacklick with her son, Zach, a pharmacy major at the University of Findlay.
It is our continued pleasure and honor to serve your family to help you reach your goals. Thank you for your trust in us.
Foley and Foley Wealth Strategies