During the 2009 Bank of America/Merrill Lynch merger she served as a liaison to key Merrill Lynch markets helping to build cross functional relationships up over and across the organization in order to successfully integrate banking and brokerage functionality between the two organizations.
In September 2014 after seventeen years with Bank of America, Lisa decided to switch gears in order to spend more time with her family, volunteer closer to home, and be part of the small business community where she lived. She started a financial services practice with Modern Woodmen of America, a not-for-profit Fraternal Financial Services Organization. Modern Woodmen's mission to strengthen communities through financial guidance and volunteer activities aligned well with Lisa's heart for community service. While at Modern Woodmen, Lisa has been recognized with the prestigious Career Development Award, Jones Region Rookie of the Year Award, Career School Achievement Award, Leadership Development Institute Award, and the National Association of Insurance and Financial Advisors Quality Award three consecutive years. In 2017, Lisa was recognized by the Camden County Chamber of Commerce as the 2016-2017 Entrepreneur of the Year. Lisa is especially proud of the work she does when visiting the state legislature annually to advocate for small businesses and individuals alike in Camden County, Georgia.
Lisa holds a Bachelor of Business Administration in Finance degree from Jacksonville University with a minor in Management. She also holds the following credentials: Securities Licenses (6,63), Principal Securities License (26), Fraternal Insurance Counselor, Certified Fraternal Field Manager, certified agent for the Affordable Healthcare Marketplace, Certified with CMS Medicare and Medicare Supplement Plans, AHIP Fraud, Waste and Abuse Certification, and Florida, and North Carolina Long Term Care Partnership Certified.
A former military spouse, Lisa supported her fellow Navy spouses during deployments by serving as a Navy Family Ombudsmen on the USS Maryland Gold for two years and served as a mentor for the Jacksonville Women's Business Center. Lisa is also a Leadership Camden graduate, and currently services on the following boards: Fellowship of Christian Athletes, Camden County Chamber of Commerce, Arlington Full-Service School, Coastal Georgia Area Community Action Authority and Camden House. Having traveled extensively, Lisa and her husband Malcolm James, Sr., a retired U.S. Navy Submariner, have been married for 35 years and have resided in St. Marys, GA for 24 years. They have five adult children and seven grandchildren.