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Lisa S. Harms

Client Support Assistant

Wealth Advisory Services, Cincinnati

Lisa became a part of Johnson Investment Counsel in 2010, as a Client Support Assistant. Prior to joining the firm, she worked at Raymond James Financial, Brecek & Young Advisors, Gradison-McDonald, and Hebron Deposit Bank.

Relevant Work Experience:

Brecek & Young Advisors,
Financial Advisor Assistant
Raymond James Financial Services,
Financial Advisor Assistant
Gradison-McDonald Investments, Inc.,
Investment Associate
Hebron Deposit Bank,
Customer Service Representative


Northern Kentucky University,
B.S. Marketing
American Banking Institute,
Banking Courses

Community Involvement:

Immaculate Heart of Mary Catholic Church,
Festival Volunteer
Lector and Rosary Leader
Religious Teacher
St. Vincent de Paul, Home Visits Team
T.E.A. Committee Mary Rose Garden Mission, Volunteer