Employee Spotlight: Lisa Robertson

Team spotlight

At wR² Advisors, having a team atmosphere is very important to us. We believe that each team member has different characteristics and traits that make them great. Below are a few bits and pieces of
information on our team members, so that you can get to know each of them better. 

Name: Lisa Robertson

Professional background: 32 years banking industry, 10 years securities industry

Educational Background: Emmerich Manual High School, Graduate 1977, Indiana Insurance licensed since 2000, Series 7 registered since 2010

Current City of Residence: Indianapolis

Hometown: Indianapolis

Hobbies: Gardening

Favorite Movie: You've Got Mail - Tom Hanks, Meg Ryan

What would you be doing if you weren’t in the financial services? As a profession: Elementary school teacher. As a retiree: Travel

Favorite Vacation Spot: Rocky Mountains 

First Concert: I honestly can't remember

Favorite sports team: Not a sports fan, but I do like Indy car racing

Job during high school: Waitress

What is something you’d like to learn to do? Gourmet cooking, Master gardening