Lisa Bordelon

Lisa Bordelon, AIF®, AWMA®, RICP®

Managing Partner, Bordelon Capital Wealth Management

Financial Advisor, RJFS


Lisa Bordelon has been an investment advisor agent for over 17 years starting her career with Morgan Stanley. She graduated from Centenary College in Louisiana. She is currently a Senior Vice President, Investments with Raymond James & Associates, Inc., headquartered in St. Petersburg, Florida.

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† The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.

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